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 Q1	$313K	Sell	6,800 -12,500	-65%	-$618K	0.03%	257
2025 Q4	$950K	Buy	+19,300	New	+$889K	0.09%	152
2025 Q3	–	Sell	-4,100	Closed	-$176K	–	661
2025 Q2	$176K	Buy	+4,100	New	+$160K	0.02%	394

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Limestone Investment Advisors's TFC Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Truist Financial (TFC) in Q1 2026: 5,840 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings.

1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Limestone Investment Advisors held 5,840 shares of Truist Financial worth $268K as of Q1 2026.
Truist Financial was a new Limestone Investment Advisors position in Q1 2026.
Truist Financial made up 0.02% of Limestone Investment Advisors's portfolio in Q1 2026, its #278 holding.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.