NewSquare Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.1M | Buy |
22,045
+2,648
| +14% | +$130K | 0.08% | 143 |
|
|
2026
Q1 | $892K | Buy |
19,397
+552
| +3% | +$27.3K | 0.08% | 142 |
|
|
2025
Q4 | $927K | Sell |
18,845
-3,679
| -16% | -$169K | 0.08% | 134 |
|
|
2025
Q3 | $1.03M | Buy |
22,524
+2,486
| +12% | +$112K | 0.07% | 137 |
|
|
2025
Q2 | $861K | Sell |
20,038
-959
| -5% | -$37.5K | 0.06% | 131 |
|
|
2025
Q1 | $864K | Buy |
20,997
+465
| +2% | +$20.7K | 0.07% | 129 |
|
|
2024
Q4 | $891K | Buy |
20,532
+82
| +0.4% | +$3.66K | 0.07% | 128 |
|
|
2024
Q3 | $875K | Buy |
20,450
+20,057
| +5,104% | +$847K | 0.07% | 134 |
|
|
2024
Q2 | $15.3K | Hold |
393
| – | – | ﹤0.01% | 210 |
|
|
2024
Q1 | $15.3K | Hold |
393
| – | – | ﹤0.01% | 227 |
|
|
2023
Q4 | $14.5K | Hold |
393
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $11.2K | Hold |
393
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $11.9K | Sell |
393
-7,847
| -95% | -$244K | ﹤0.01% | 320 |
|
|
2023
Q1 | $281K | Hold |
8,240
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $355K | Sell |
8,240
-117
| -1% | -$5.13K | 0.04% | 143 |
|
|
2022
Q3 | $364K | Hold |
8,357
| – | – | 0.05% | 139 |
|
|
2022
Q2 | $396K | Hold |
8,357
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $474K | Sell |
8,357
-200
| -2% | -$12.4K | 0.05% | 143 |
|
|
2021
Q4 | $501K | Hold |
8,557
| – | – | 0.05% | 140 |
|
|
2021
Q3 | $502K | Sell |
8,557
-55
| -0.6% | -$3.07K | 0.06% | 140 |
|
|
2021
Q2 | $478K | Buy |
8,612
+8,257
| +2,326% | +$485K | 0.06% | 139 |
|
|
2021
Q1 | $21K | Hold |
355
| – | – | ﹤0.01% | 198 |
|
|
2020
Q4 | $17K | Hold |
355
| – | – | ﹤0.01% | 208 |
|
|
2020
Q3 | $14K | Hold |
355
| – | – | ﹤0.01% | 214 |
|
|
2020
Q2 | $13K | Sell |
355
-132
| -27% | -$4.75K | ﹤0.01% | 215 |
|
|
2020
Q1 | $15K | Sell |
487
-468
| -49% | -$22.1K | ﹤0.01% | 221 |
|
|
2019
Q4 | $54K | Buy |
955
+600
| +169% | +$32.5K | 0.01% | 164 |
|
|
2019
Q3 | $19K | Buy |
355
+255
| +255% | +$12.6K | ﹤0.01% | 174 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 295 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 279 |
|
|
2018
Q4 | $4K | Buy |
+100
| New | +$4.8K | ﹤0.01% | 282 |
|
|
2016
Q4 | – | Sell |
-134
| Closed | -$5K | – | 443 |
|
|
2016
Q3 | $5K | Buy |
+134
| New | +$4.99K | ﹤0.01% | 329 |
|
Other funds holding TFC
NewSquare Capital's TFC Position: Q2 2026 in Review
NewSquare Capital increased its Truist Financial (TFC) stake by 14% in Q2 2026, buying an estimated $130K and bringing the position to 22,045 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #143.
NewSquare Capital first reported a position in TFC in Q3 2016 and has held it in 32 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- NewSquare Capital held 22,045 shares of Truist Financial worth $1.1M as of Q2 2026.
- NewSquare Capital bought 2,648 Truist Financial shares in Q2 2026, an estimated $130K.
- Truist Financial made up 0.08% of NewSquare Capital's portfolio in Q2 2026, its #143 holding.
- NewSquare Capital first reported a position in Truist Financial in Q3 2016 and has held it in 32 quarters since.
- 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.