STALEY CAPITAL ADVISERS’s Truist Financial TFC Stock Holding History

STALEY CAPITAL ADVISERS’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	$1.04M	Hold	22,600	–	–	0.04%	107
2025 Q4	$1.11M	Buy	22,600 +2,600	+13%	+$120K	0.05%	103
2025 Q3	$914K	Hold	20,000	–	–	0.04%	116
2025 Q2	$860K	Hold	20,000	–	–	0.04%	120
2025 Q1	$823K	Sell	20,000 -1,500	-7%	-$66.8K	0.04%	118
2024 Q4	$933K	Hold	21,500	–	–	0.04%	115
2024 Q3	$920K	Hold	21,500	–	–	0.04%	112
2024 Q2	$835K	Hold	21,500	–	–	0.04%	113
2024 Q1	$838K	Hold	21,500	–	–	0.04%	116
2023 Q4	$794K	Sell	21,500 -9	-0%	-$283	0.04%	116
2023 Q3	$615K	Buy	21,509 +3,009	+16%	+$92.5K	0.03%	121
2023 Q2	$561K	Hold	18,500	–	–	0.03%	124
2023 Q1	$631K	Buy	+18,500	New	+$808K	0.04%	116
2017 Q1	–	Sell	-5,000	Closed	-$235K	–	147
2016 Q4	$235K	Buy	+5,000	New	+$213K	0.02%	116
2015 Q3	–	Sell	-5,000	Closed	-$202K	–	133
2015 Q2	$202K	Buy	+5,000	New	+$198K	0.02%	126
2014 Q2	–	Sell	-5,000	Closed	-$201K	–	133
2014 Q1	$201K	Buy	+5,000	New	+$191K	0.03%	124

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

STALEY CAPITAL ADVISERS's TFC Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its Truist Financial (TFC) position steady in Q1 2026 at 22,600 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #107.

STALEY CAPITAL ADVISERS first reported a position in TFC in Q1 2014 and has held it in 16 quarters since. The position peaked at $1.11M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

STALEY CAPITAL ADVISERS held 22,600 shares of Truist Financial worth $1.04M as of Q1 2026.
STALEY CAPITAL ADVISERS left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.04% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #107 holding.
STALEY CAPITAL ADVISERS first reported a position in Truist Financial in Q1 2014 and has held it in 16 quarters since.
STALEY CAPITAL ADVISERS's Truist Financial position peaked at $1.11M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.