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Prosperity Capital Advisors’s Truist Financial TFC Stock Holding History

Prosperity Capital 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 		$421K Buy
8,457
+522
+7% +$25.7K 0.02% 292
2026
Q1 		$365K Sell
7,935
-515
-6% -$25.4K 0.02% 301
2025
Q4 		$416K Sell
8,450
-6,468
-43% -$298K 0.02% 277
2025
Q3 		$682K Buy
14,918
+7,040
+89% +$317K 0.04% 230
2025
Q2 		$339K Buy
7,878
+386
+5% +$15.1K 0.02% 307
2025
Q1 		$307K Buy
7,492
+3
+0% +$134 0.02% 291
2024
Q4 		$325K Sell
7,489
-4,469
-37% -$199K 0.03% 272
2024
Q3 		$511K Buy
11,958
+4,070
+52% +$172K 0.04% 218
2024
Q2 		$306K Sell
7,888
-3,593
-31% -$136K 0.03% 244
2024
Q1 		$448K Buy
11,481
+4,936
+75% +$181K 0.05% 220
2023
Q4 		$242K Buy
+6,545
New +$205K 0.03% 233

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Prosperity Capital Advisors's TFC Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Truist Financial (TFC) stake by 6.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 8,457 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #292.

Prosperity Capital Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $682K in Q3 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Prosperity Capital Advisors held 8,457 shares of Truist Financial worth $421K as of Q2 2026.
  • Prosperity Capital Advisors bought 522 Truist Financial shares in Q2 2026, an estimated $25.7K.
  • Truist Financial made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #292 holding.
  • Prosperity Capital Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Prosperity Capital Advisors's Truist Financial position peaked at $682K in Q3 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.