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Crestwood Advisors Group’s Truist Financial TFC Stock Holding History

Crestwood Advisors 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 		$405K Buy
8,134
+2,998
+58% +$147K 0.01% 566
2026
Q1 		$236K Buy
5,136
+952
+23% +$47K ﹤0.01% 680
2025
Q4 		$206K Buy
+4,184
New +$193K ﹤0.01% 660

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

Crestwood Advisors Group's TFC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Truist Financial (TFC) stake by 58% in Q2 2026, buying an estimated $147K and bringing the position to 8,134 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #566.

Crestwood Advisors Group first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Crestwood Advisors Group held 8,134 shares of Truist Financial worth $405K as of Q2 2026.
  • Crestwood Advisors Group bought 2,998 Truist Financial shares in Q2 2026, an estimated $147K.
  • Truist Financial made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #566 holding.
  • Crestwood Advisors Group first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.