Creative Capital Management Investments’s Truist Financial TFC Stock Holding History

Creative Capital Management Investments’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	$7.77K	Buy	156 +117	+300%	+$5.76K	﹤0.01%	311
2026 Q1	$1.79K	Hold	39	–	–	﹤0.01%	275
2025 Q4	$1.92K	Buy	+39	New	+$1.8K	﹤0.01%	267
2023 Q3	–	Sell	-231	Closed	-$7.01K	–	255
2023 Q2	$7.01K	Hold	231	–	–	0.01%	164
2023 Q1	$7.88K	Buy	+231	New	+$10.1K	0.01%	168

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Creative Capital Management Investments's TFC Position: Q2 2026 in Review

Creative Capital Management Investments increased its Truist Financial (TFC) stake by 300% in Q2 2026, buying an estimated $5.76K and bringing the position to 156 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Creative Capital Management Investments first reported a position in TFC in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.88K in Q1 2023. 600 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Creative Capital Management Investments held 156 shares of Truist Financial worth $7.77K as of Q2 2026.
Creative Capital Management Investments bought 117 Truist Financial shares in Q2 2026, an estimated $5.76K.
Truist Financial made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #311 holding.
Creative Capital Management Investments first reported a position in Truist Financial in Q1 2023 and has held it in 5 quarters since.
Creative Capital Management Investments's Truist Financial position peaked at $7.88K in Q1 2023.
600 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.