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Cornerstone Wealth Group’s Truist Financial TFC Stock Holding History

Cornerstone Wealth 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
Q1 		$6.72M Sell
131,612
-10,190
-7% -$504K 0.43% 66
2025
Q4 		$6.98M Buy
141,802
+1,761
+1% +$81.1K 0.48% 61
2025
Q3 		$6.4M Sell
140,041
-202
-0.1% -$9.11K 0.43% 65
2025
Q2 		$6.03M Buy
140,243
+2,589
+2% +$101K 0.45% 63
2025
Q1 		$5.66M Buy
137,654
+11,591
+9% +$516K 0.47% 65
2024
Q4 		$5.47M Buy
126,063
+4,045
+3% +$181K 0.45% 56
2024
Q3 		$5.22M Buy
122,018
+1,125
+0.9% +$47.5K 0.43% 59
2024
Q2 		$4.7M Buy
120,893
+3,491
+3% +$132K 0.42% 62
2024
Q1 		$4.58M Buy
117,402
+2,248
+2% +$82.2K 0.42% 64
2023
Q4 		$4.25M Buy
+115,154
New +$3.62M 0.61% 51
2023
Q1 		– Sell
-5,266
Closed -$227K – 154
2022
Q4 		$227K Sell
5,266
-210
-4% -$9.21K 0.04% 120
2022
Q3 		$238K Sell
5,476
-479
-8% -$23K 0.05% 115
2022
Q2 		$282K Sell
5,955
-64,557
-92% -$3.18M 0.06% 112
2022
Q1 		$4M Buy
70,512
+7,458
+12% +$461K 0.73% 47
2021
Q4 		$3.69M Buy
63,054
+1,361
+2% +$83.2K 0.63% 55
2021
Q3 		$3.62M Buy
61,693
+1,947
+3% +$109K 0.64% 47
2021
Q2 		$3.12M Buy
59,746
+4,128
+7% +$242K 0.64% 58
2021
Q1 		$3.16M Buy
55,618
+49,748
+847% +$2.73M 0.64% 56
2020
Q4 		$281K Buy
5,870
+223
+4% +$10.1K 0.07% 129
2020
Q3 		$215K Sell
5,647
-600
-10% -$22.6K 0.06% 124
2020
Q2 		$235K Buy
+6,247
New +$225K 0.06% 111
2020
Q1 		– Sell
-7,659
Closed -$431K – 154
2019
Q4 		$431K Buy
+7,659
New +$415K 0.12% 109
2019
Q3 		– Sell
-8,099
Closed -$398K – 159
2019
Q2 		$398K Buy
8,099
+549
+7% +$26.9K 0.11% 127
2019
Q1 		$351K Buy
+7,550
New +$368K 0.09% 131

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Wealth Group's TFC Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Truist Financial (TFC) stake by 7.2% in Q1 2026, selling an estimated $504K and leaving 131,612 shares worth $6.72M. The position accounts for 0.43% of the portfolio, ranked #66.

Cornerstone Wealth Group first reported a position in TFC in Q1 2019 and has held it in 24 quarters since. The position peaked at $6.98M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Cornerstone Wealth Group held 131,612 shares of Truist Financial worth $6.72M as of Q1 2026.
  • Cornerstone Wealth Group sold 10,190 Truist Financial shares in Q1 2026, an estimated $504K.
  • Truist Financial made up 0.43% of Cornerstone Wealth Group's portfolio in Q1 2026, its #66 holding.
  • Cornerstone Wealth Group first reported a position in Truist Financial in Q1 2019 and has held it in 24 quarters since.
  • Cornerstone Wealth Group's Truist Financial position peaked at $6.98M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.