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Limestone Investment Advisors’s Truist Financial TFC Stock Holding History

Limestone Investment Advisors’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 		$254K Buy
5,100
+2,400
+89% +$118K 0.02% 413
2026
Q1 		$124K Sell
2,700
-3,800
-58% -$188K 0.01% 330
2025
Q4 		$320K Buy
+6,500
New +$299K 0.03% 278
2025
Q3 		– Sell
-4,800
Closed -$206K – 660
2025
Q2 		$206K Buy
+4,800
New +$188K 0.02% 384

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Limestone Investment Advisors's TFC Position: Q2 2026 in Review

Limestone Investment Advisors increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $33K and bringing the position to 6,510 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #369.

Limestone Investment Advisors first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,708 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Limestone Investment Advisors held 6,510 shares of Truist Financial worth $324K as of Q2 2026.
  • Limestone Investment Advisors bought 670 Truist Financial shares in Q2 2026, an estimated $33K.
  • Truist Financial made up 0.02% of Limestone Investment Advisors's portfolio in Q2 2026, its #369 holding.
  • Limestone Investment Advisors first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,708 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.