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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
Q2 		$7.04M Buy
141,300
+9,688
+7% +$477K 0.42% 69
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 $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 Wealth Group's TFC Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Truist Financial (TFC) stake by 7.4% in Q2 2026, buying an estimated $477K and bringing the position to 141,300 shares worth $7.04M. The position accounts for 0.42% of the portfolio, ranked #69.

Cornerstone Wealth Group first reported a position in TFC in Q1 2019 and has held it in 25 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cornerstone Wealth Group held 141,300 shares of Truist Financial worth $7.04M as of Q2 2026.
  • Cornerstone Wealth Group bought 9,688 Truist Financial shares in Q2 2026, an estimated $477K.
  • Truist Financial made up 0.42% of Cornerstone Wealth Group's portfolio in Q2 2026, its #69 holding.
  • Cornerstone Wealth Group first reported a position in Truist Financial in Q1 2019 and has held it in 25 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.