CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Position in TFC — Truist Financial Corp
CIK 2044324
BETHLEHEM, PA
Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$431,839
+$17,328 QoQ
Shares Held
8,668
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,061
of 1,678 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC holds $1,715,776 across 3 Banks - Regional names. TFC ranks #2 (25.2% of the industry book) .
All Filings in TFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,839 | 8,668 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $414,511 | 9,017 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $442,151 | 8,985 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $407,365 | 8,910 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $359,783 | 8,369 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $340,763 | 8,281 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $356,063 | 8,208 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $351,056 | 8,208 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $318,880 | 8,208 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $319,947 | 8,208 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $303,039 | 8,208 | Shares | Sole | 2024-11-19 | |
| 2023-09-30 | $234,830 | 8,208 | Shares | Sole | 2024-11-19 | |
| No filing history on record for this holder in this stock. | ||||||