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Cornerstone Planning’s Truist Financial TFC Stock Holding History

Cornerstone Planning’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 		$288K Hold
5,779
– – 0.07% 126
2026
Q1 		$266K Hold
5,779
– – 0.06% 128
2025
Q4 		$284K Buy
+5,779
New +$266K 0.07% 121

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cornerstone Planning's TFC Position: Q2 2026 in Review

Cornerstone Planning held its Truist Financial (TFC) position steady in Q2 2026 at 5,779 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #126.

Cornerstone Planning first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,691 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cornerstone Planning held 5,779 shares of Truist Financial worth $288K as of Q2 2026.
  • Cornerstone Planning left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.07% of Cornerstone Planning's portfolio in Q2 2026, its #126 holding.
  • Cornerstone Planning first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.