Gladstone Institutional Advisory’s Truist Financial TFC Stock Holding History

Gladstone Institutional Advisory’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	$353K	Sell	7,091 -74	-1%	-$3.64K	0.01%	695
2026 Q1	$329K	Sell	7,165 -681	-9%	-$33.7K	0.01%	643
2025 Q4	$386K	Sell	7,846 -5,994	-43%	-$276K	0.01%	562
2025 Q3	$633K	Buy	13,840 +81	+0.6%	+$3.65K	0.02%	460
2025 Q2	$591K	Buy	13,759 +884	+7%	+$34.6K	0.02%	451
2025 Q1	$530K	Sell	12,875 -1,856	-13%	-$82.7K	0.02%	452
2024 Q4	$639K	Buy	14,731 +7,194	+95%	+$321K	0.03%	404
2024 Q3	$322K	Buy	+7,537	New	+$318K	0.02%	558
2023 Q2	–	Sell	-6,017	Closed	-$205K	–	710
2023 Q1	$205K	Sell	6,017 -67	-1%	-$2.92K	0.01%	609
2022 Q4	$262K	Sell	6,084 -3,162	-34%	-$139K	0.02%	534
2022 Q3	$403K	Sell	9,246 -2,313	-20%	-$111K	0.03%	433
2022 Q2	$548K	Sell	11,559 -3,423	-23%	-$169K	0.04%	389
2022 Q1	$849K	Sell	14,982 -4,411	-23%	-$272K	0.06%	331
2021 Q4	$1.14M	Sell	19,393 -2,630	-12%	-$161K	0.09%	253
2021 Q3	$1.29M	Buy	22,023 +11,513	+110%	+$643K	0.13%	200
2021 Q2	$583K	Buy	+10,510	New	+$617K	0.07%	271
2020 Q1	–	Sell	-4,139	Closed	-$233K	–	316
2019 Q4	$233K	Buy	+4,139	New	+$224K	0.06%	232

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gladstone Institutional Advisory's TFC Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Truist Financial (TFC) stake by 1% in Q2 2026, selling an estimated $3.64K and leaving 7,091 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #695.

Gladstone Institutional Advisory first reported a position in TFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.29M in Q3 2021. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Gladstone Institutional Advisory held 7,091 shares of Truist Financial worth $353K as of Q2 2026.
Gladstone Institutional Advisory sold 74 Truist Financial shares in Q2 2026, an estimated $3.64K.
Truist Financial made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #695 holding.
Gladstone Institutional Advisory first reported a position in Truist Financial in Q4 2019 and has held it in 17 quarters since.
Gladstone Institutional Advisory's Truist Financial position peaked at $1.29M in Q3 2021.
1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.