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Cornerstone Planning Group’s Truist Financial TFC Stock Holding History

Cornerstone Planning Group’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 		$15.2K Sell
294
-15
-5% -$738 ﹤0.01% 757
2026
Q1 		$15.4K Buy
309
+100
+48% +$4.94K ﹤0.01% 757
2025
Q4 		$10.5K Buy
209
+201
+2,513% +$9.26K ﹤0.01% 788
2025
Q3 		$720 Sell
8
-176
-96% -$7.93K ﹤0.01% 1397
2025
Q2 		$7.99K Buy
184
+80
+77% +$3.13K ﹤0.01% 610
2025
Q1 		$3.86K Sell
104
-11
-10% -$490 ﹤0.01% 805
2024
Q4 		$5.47K Buy
115
+7
+6% +$312 ﹤0.01% 560
2024
Q3 		$4.65K Sell
108
-25
-19% -$1.06K ﹤0.01% 581
2024
Q2 		$5.47K Buy
133
+11
+9% +$416 ﹤0.01% 554
2024
Q1 		$4.74K Sell
122
-1
-0.8% -$37 ﹤0.01% 524
2023
Q4 		$4.54K Hold
123
– – ﹤0.01% 538
2023
Q3 		$3.52K Sell
123
-51
-29% -$1.57K ﹤0.01% 580
2023
Q2 		$5.28K Buy
+174
New +$5.4K ﹤0.01% 878
2022
Q4 		$38.4K Buy
+805
New +$35.3K 0.02% 308

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's TFC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Truist Financial (TFC) stake by 4.9% in Q2 2026, selling an estimated $738 and leaving 294 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Cornerstone Planning Group first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.4K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cornerstone Planning Group held 294 shares of Truist Financial worth $15.2K as of Q2 2026.
  • Cornerstone Planning Group sold 15 Truist Financial shares in Q2 2026, an estimated $738.
  • Truist Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #757 holding.
  • Cornerstone Planning Group first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Truist Financial position peaked at $38.4K in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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