Cornerstone Select Advisors’s Truist Financial TFC Stock Holding History

Cornerstone Select Advisors’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 Q1	$1.02M	Sell	22,231 -2,662	-11%	-$132K	0.64%	51
2025 Q4	$1.22M	Buy	24,893 +510	+2%	+$23.5K	0.85%	42
2025 Q3	$1.11M	Buy	24,383 +958	+4%	+$43.2K	0.82%	40
2025 Q2	$1.01M	Sell	23,425 -495	-2%	-$19.4K	0.89%	39
2025 Q1	$984K	Buy	+23,920	New	+$1.07M	0.93%	40

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Select Advisors's TFC Position: Q1 2026 in Review

Cornerstone Select Advisors reduced its Truist Financial (TFC) stake by 11% in Q1 2026, selling an estimated $132K and leaving 22,231 shares worth $1.02M. The position accounts for 0.64% of the portfolio, ranked #51.

Cornerstone Select Advisors first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Cornerstone Select Advisors held 22,231 shares of Truist Financial worth $1.02M as of Q1 2026.
Cornerstone Select Advisors sold 2,662 Truist Financial shares in Q1 2026, an estimated $132K.
Truist Financial made up 0.64% of Cornerstone Select Advisors's portfolio in Q1 2026, its #51 holding.
Cornerstone Select Advisors first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
Cornerstone Select Advisors's Truist Financial position peaked at $1.22M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cornerstone Select Advisors's 13F filing for Q1 2026, filed 13 May 2026.