Cornerstone Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $237K | Hold |
4,750
| – | – | 0.03% | 61 |
|
|
2026
Q1 | $218K | Hold |
4,750
| – | – | 0.03% | 64 |
|
|
2025
Q4 | $234K | Sell |
4,750
-1,928
| -29% | -$88.8K | 0.04% | 64 |
|
|
2025
Q3 | $305K | Hold |
6,678
| – | – | 0.05% | 52 |
|
|
2025
Q2 | $287K | Hold |
6,678
| – | – | 0.05% | 51 |
|
|
2025
Q1 | $275K | Hold |
6,678
| – | – | 0.05% | 47 |
|
|
2024
Q4 | $290K | Buy |
6,678
+740
| +12% | +$33K | 0.06% | 44 |
|
|
2024
Q3 | $254K | Buy |
5,938
+417
| +8% | +$17.6K | 0.05% | 48 |
|
|
2024
Q2 | $214K | Hold |
5,521
| – | – | 0.05% | 51 |
|
|
2024
Q1 | $215K | Hold |
5,521
| – | – | 0.05% | 53 |
|
|
2023
Q4 | $204K | Buy |
+5,521
| New | +$173K | 0.05% | 52 |
|
|
2023
Q2 | – | Sell |
-5,521
| Closed | -$188K | – | 216 |
|
|
2023
Q1 | $188K | Hold |
5,521
| – | – | 0.05% | 48 |
|
|
2022
Q4 | $238K | Hold |
5,521
| – | – | 0.07% | 44 |
|
|
2022
Q3 | $240K | Hold |
5,521
| – | – | 0.07% | 44 |
|
|
2022
Q2 | $262K | Sell |
5,521
-102
| -2% | -$5.03K | 0.07% | 43 |
|
|
2022
Q1 | $319K | Sell |
5,623
-1,015
| -15% | -$62.7K | 0.08% | 42 |
|
|
2021
Q4 | $389K | Sell |
6,638
-8,314
| -56% | -$508K | 0.11% | 39 |
|
|
2021
Q3 | $877K | Hold |
14,952
| – | – | 0.23% | 29 |
|
|
2021
Q2 | $830K | Hold |
14,952
| – | – | 0.22% | 29 |
|
|
2021
Q1 | $872K | Buy |
14,952
+102
| +0.7% | +$5.59K | 0.25% | 29 |
|
|
2020
Q4 | $712K | Hold |
14,850
| – | – | 0.23% | 27 |
|
|
2020
Q3 | $565K | Hold |
14,850
| – | – | 0.19% | 30 |
|
|
2020
Q2 | $558K | Hold |
14,850
| – | – | 0.2% | 30 |
|
|
2020
Q1 | $458K | Sell |
14,850
-392
| -3% | -$18.5K | 0.21% | 27 |
|
|
2019
Q4 | $858K | Buy |
15,242
+2,178
| +17% | +$118K | 0.36% | 26 |
|
|
2019
Q3 | $697K | Sell |
13,064
-225
| -2% | -$11.2K | 0.32% | 25 |
|
|
2019
Q2 | $653K | Sell |
13,289
-225
| -2% | -$11K | 0.3% | 25 |
|
|
2019
Q1 | $629K | Hold |
13,514
| – | – | 0.31% | 24 |
|
|
2018
Q4 | $585K | Hold |
13,514
| – | – | 0.35% | 27 |
|
|
2018
Q3 | $656K | Sell |
13,514
-876
| -6% | -$45K | 0.35% | 26 |
|
|
2018
Q2 | $726K | Hold |
14,390
| – | – | 0.42% | 28 |
|
|
2018
Q1 | $749K | Sell |
14,390
-1,286
| -8% | -$69.3K | 0.43% | 28 |
|
|
2017
Q4 | $779K | Buy |
15,676
+4,750
| +43% | +$229K | 0.39% | 24 |
|
|
2017
Q3 | $513K | Hold |
10,926
| – | – | 0.27% | 24 |
|
|
2017
Q2 | $496K | Hold |
10,926
| – | – | 0.26% | 24 |
|
|
2017
Q1 | $488K | Sell |
10,926
-260
| -2% | -$12.1K | 0.25% | 24 |
|
|
2016
Q4 | $526K | Sell |
11,186
-9,580
| -46% | -$408K | 0.3% | 24 |
|
|
2016
Q3 | $783K | Buy |
+20,766
| New | +$773K | 0.46% | 20 |
|
|
2015
Q1 | – | Sell |
-11,251
| Closed | -$438K | – | 47 |
|
|
2014
Q4 | $438K | Buy |
+11,251
| New | +$423K | 0.34% | 30 |
|
Other funds holding TFC
Cornerstone Management's TFC Position: Q2 2026 in Review
Cornerstone Management held its Truist Financial (TFC) position steady in Q2 2026 at 4,750 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #61.
Cornerstone Management first reported a position in TFC in Q4 2014 and has held it in 39 quarters since. The position peaked at $877K in Q3 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Cornerstone Management held 4,750 shares of Truist Financial worth $237K as of Q2 2026.
- Cornerstone Management left its Truist Financial share count unchanged in Q2 2026.
- Truist Financial made up 0.03% of Cornerstone Management's portfolio in Q2 2026, its #61 holding.
- Cornerstone Management first reported a position in Truist Financial in Q4 2014 and has held it in 39 quarters since.
- Cornerstone Management's Truist Financial position peaked at $877K in Q3 2021.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.