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Cornerstone Advisory’s Truist Financial TFC Stock Holding History

Cornerstone Advisory’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$945K Buy
18,973
+103
+0.5% +$5.07K 0.08% 114
2026
Q1 		$867K Buy
18,870
+192
+1% +$9.49K 0.08% 110
2025
Q4 		$919K Buy
18,678
+30
+0.2% +$1.38K 0.09% 101
2025
Q3 		$853K Buy
18,648
+83
+0.4% +$3.74K 0.08% 106
2025
Q2 		$798K Sell
18,565
-524
-3% -$20.5K 0.09% 111
2025
Q1 		$744K Buy
19,089
+59
+0.3% +$2.63K 0.09% 110
2024
Q4 		$891K Sell
19,030
-769
-4% -$34.3K 0.1% 96
2024
Q3 		$847K Sell
19,799
-555
-3% -$23.4K 0.11% 95
2024
Q2 		$791K Buy
20,354
+708
+4% +$26.7K 0.11% 87
2024
Q1 		$766K Buy
19,646
+80
+0.4% +$2.93K 0.11% 102
2023
Q4 		$722K Sell
19,566
-1,827
-9% -$57.4K 0.11% 109
2023
Q3 		$612K Sell
21,393
-12,555
-37% -$386K 0.11% 114
2023
Q2 		$1.03M Buy
33,948
+634
+2% +$19.7K 0.18% 80
2023
Q1 		$1.14M Sell
33,314
-680
-2% -$29.7K 0.2% 73
2022
Q4 		$1.46M Buy
33,994
+1,124
+3% +$49.3K 0.29% 54
2022
Q3 		$1.43M Sell
32,870
-108
-0.3% -$5.2K 0.32% 54
2022
Q2 		$1.56M Sell
32,978
-21,936
-40% -$1.08M 0.36% 50
2022
Q1 		$3.11M Buy
54,914
+6,641
+14% +$410K 0.47% 40
2021
Q4 		$2.83M Hold
48,273
– – 0.41% 42
2021
Q3 		$2.83M Sell
48,273
-848
-2% -$47.4K 0.47% 42
2021
Q2 		$2.73M Buy
49,121
+25,250
+106% +$1.48M 0.46% 41
2021
Q1 		$1.39M Sell
23,871
-164
-0.7% -$8.99K 0.26% 72
2020
Q4 		$1.15M Buy
24,035
+13,231
+122% +$599K 0.23% 81
2020
Q3 		$411K Sell
10,804
-9,445
-47% -$356K 0.1% 139
2020
Q2 		$760K Buy
20,249
+5,947
+42% +$214K 0.2% 86
2020
Q1 		$441K Buy
14,302
+5,912
+70% +$280K 0.13% 99
2019
Q4 		$473K Buy
+8,390
New +$454K 0.1% 116

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cornerstone Advisory's TFC Position: Q2 2026 in Review

Cornerstone Advisory increased its Truist Financial (TFC) stake by 0.55% in Q2 2026, buying an estimated $5.07K and bringing the position to 18,973 shares worth $945K. The position accounts for 0.08% of the portfolio, ranked #114.

Cornerstone Advisory first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.11M in Q1 2022. 661 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cornerstone Advisory held 18,973 shares of Truist Financial worth $945K as of Q2 2026.
  • Cornerstone Advisory bought 103 Truist Financial shares in Q2 2026, an estimated $5.07K.
  • Truist Financial made up 0.08% of Cornerstone Advisory's portfolio in Q2 2026, its #114 holding.
  • Cornerstone Advisory first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Cornerstone Advisory's Truist Financial position peaked at $3.11M in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.