Coston McIsaac & Partners’s Truist Financial TFC Stock Holding History

Coston McIsaac & Partners’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	$10K	Hold	202	–	–	﹤0.01%	590
2026 Q1	$9K	Hold	202	–	–	﹤0.01%	598
2025 Q4	$9K	Hold	202	–	–	﹤0.01%	597
2025 Q3	$9K	Buy	202 +88	+77%	+$3.97K	﹤0.01%	562
2025 Q2	$4K	Hold	114	–	–	﹤0.01%	640
2025 Q1	$4K	Hold	114	–	–	﹤0.01%	623
2024 Q4	$4K	Hold	114	–	–	﹤0.01%	624
2024 Q3	$4	Hold	114	–	–	﹤0.01%	637
2024 Q2	$4K	Hold	114	–	–	﹤0.01%	603
2024 Q1	$4K	Hold	114	–	–	﹤0.01%	598
2023 Q4	$4K	Hold	114	–	–	﹤0.01%	600
2023 Q3	$3K	Hold	114	–	–	﹤0.01%	624
2023 Q2	$3K	Hold	114	–	–	﹤0.01%	665
2023 Q1	$3K	Hold	114	–	–	﹤0.01%	655
2022 Q4	$4	Hold	114	–	–	﹤0.01%	627
2022 Q3	$4K	Hold	114	–	–	﹤0.01%	539
2022 Q2	$5K	Buy	+114	New	+$5.62K	﹤0.01%	354

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Coston McIsaac & Partners's TFC Position: Q2 2026 in Review

Coston McIsaac & Partners held its Truist Financial (TFC) position steady in Q2 2026 at 202 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Coston McIsaac & Partners first reported a position in TFC in Q2 2022 and has held it in 17 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Coston McIsaac & Partners held 202 shares of Truist Financial worth $10K as of Q2 2026.
Coston McIsaac & Partners left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #590 holding.
Coston McIsaac & Partners first reported a position in Truist Financial in Q2 2022 and has held it in 17 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.