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Prime Capital Investment Advisors’s Truist Financial TFC Stock Holding History

Prime Capital 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 		$784K Buy
15,734
+99
+0.6% +$4.87K 0.01% 585
2026
Q1 		$719K Sell
15,635
-198
-1% -$9.78K 0.01% 583
2025
Q4 		$779K Buy
15,833
+3,001
+23% +$138K 0.01% 543
2025
Q3 		$587K Buy
12,832
+152
+1% +$6.85K 0.01% 592
2025
Q2 		$545K Sell
12,680
-2,730
-18% -$107K 0.01% 592
2025
Q1 		$634K Buy
15,410
+4,965
+48% +$221K 0.01% 607
2024
Q4 		$453K Buy
10,445
+46
+0.4% +$2.05K 0.01% 593
2024
Q3 		$445K Buy
10,399
+270
+3% +$11.4K 0.01% 617
2024
Q2 		$394K Buy
10,129
+260
+3% +$9.82K 0.01% 646
2024
Q1 		$385K Sell
9,869
-402
-4% -$14.7K 0.01% 700
2023
Q4 		$379K Buy
+10,271
New +$322K 0.01% 661
2020
Q3 		– Sell
-1,043
Closed -$39K – 504
2020
Q2 		$39K Sell
1,043
-48
-4% -$1.73K ﹤0.01% 341
2020
Q1 		$34K Sell
1,091
-511
-32% -$24.2K ﹤0.01% 310
2019
Q4 		$90K Buy
1,602
+852
+114% +$46.1K 0.01% 255
2019
Q3 		$40K Buy
750
+500
+200% +$24.8K 0.01% 327
2019
Q2 		$12K Hold
250
– – ﹤0.01% 316
2019
Q1 		$12K Buy
+250
New +$12.2K ﹤0.01% 254

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prime Capital Investment Advisors's TFC Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Truist Financial (TFC) stake by 0.63% in Q2 2026, buying an estimated $4.87K and bringing the position to 15,734 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #585.

Prime Capital Investment Advisors first reported a position in TFC in Q1 2019 and has held it in 17 quarters since. 1,315 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Prime Capital Investment Advisors held 15,734 shares of Truist Financial worth $784K as of Q2 2026.
  • Prime Capital Investment Advisors bought 99 Truist Financial shares in Q2 2026, an estimated $4.87K.
  • Truist Financial made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #585 holding.
  • Prime Capital Investment Advisors first reported a position in Truist Financial in Q1 2019 and has held it in 17 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.