CFO
TFC icon

CVA Family Office’s Truist Financial TFC Stock Holding History

CVA Family Office’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 		$160K Sell
3,210
-3,578
-53% -$176K 0.01% 375
2026
Q1 		$312K Buy
6,788
+383
+6% +$18.9K 0.03% 241
2025
Q4 		$315K Sell
6,405
-117
-2% -$5.39K 0.04% 233
2025
Q3 		$298K Buy
6,522
+158
+2% +$7.12K 0.04% 232
2025
Q2 		$274K Buy
6,364
+207
+3% +$8.1K 0.04% 239
2025
Q1 		$253K Buy
6,157
+193
+3% +$8.6K 0.04% 246
2024
Q4 		$259K Buy
5,964
+348
+6% +$15.5K 0.04% 233
2024
Q3 		$240K Buy
5,616
+74
+1% +$3.13K 0.04% 231
2024
Q2 		$215K Buy
5,542
+44
+0.8% +$1.66K 0.04% 228
2024
Q1 		$214K Sell
5,498
-441
-7% -$16.1K 0.04% 233
2023
Q4 		$219K Buy
+5,939
New +$186K 0.04% 223
2023
Q3 		– Sell
-6,916
Closed -$210K – 867
2023
Q2 		$210K Buy
6,916
+436
+7% +$13.5K 0.04% 213
2023
Q1 		$221K Buy
6,480
+2,095
+48% +$91.5K 0.05% 209
2022
Q4 		$189K Buy
4,385
+305
+7% +$13.4K 0.05% 214
2022
Q3 		$178K Sell
4,080
-1,805
-31% -$86.8K 0.05% 182
2022
Q2 		$279K Sell
5,885
-1,650
-22% -$81.4K 0.08% 135
2022
Q1 		$427K Buy
7,535
+1,665
+28% +$103K 0.1% 113
2021
Q4 		$344K Buy
5,870
+4,252
+263% +$260K 0.09% 122
2021
Q3 		$62K Sell
1,618
-3,187
-66% -$178K 0.04% 159
2021
Q2 		$267K Buy
4,805
+2,956
+160% +$174K 0.08% 132
2021
Q1 		$108K Buy
1,849
+366
+25% +$20.1K 0.04% 170
2020
Q4 		$71K Sell
1,483
-135
-8% -$6.11K 0.04% 159
2020
Q3 		$62K Buy
1,618
+185
+13% +$6.97K 0.04% 159
2020
Q2 		$54K Sell
1,433
-62
-4% -$2.23K 0.04% 161
2020
Q1 		$46K Buy
+1,495
New +$70.7K 0.05% 150

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

CVA Family Office's TFC Position: Q2 2026 in Review

CVA Family Office reduced its Truist Financial (TFC) stake by 53% in Q2 2026, selling an estimated $176K and leaving 3,210 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #375.

CVA Family Office first reported a position in TFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $427K in Q1 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • CVA Family Office held 3,210 shares of Truist Financial worth $160K as of Q2 2026.
  • CVA Family Office sold 3,578 Truist Financial shares in Q2 2026, an estimated $176K.
  • Truist Financial made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #375 holding.
  • CVA Family Office first reported a position in Truist Financial in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Truist Financial position peaked at $427K in Q1 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.