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CAPTRUST FINANCIAL ADVISORS: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on TFC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 680,372 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 680,372 shares
    Change vs previous 13F -41,289 shares

    0.05% of the 13F portfolio, value $33,896,157.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 721,661 shares
    Change vs previous 13F -13,075 shares

    0.06% of the 13F portfolio, value $33,173,365.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 734,736 shares
    Change vs previous 13F -3,554 shares

    0.07% of the 13F portfolio, value $36,156,370.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 738,290 shares
    Change vs previous 13F +6,313 shares

    0.07% of the 13F portfolio, value $33,754,620.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 731,977 shares
    Change vs previous 13F -4,006 shares

    0.07% of the 13F portfolio, value $31,467,670.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 735,983 shares
    Change vs previous 13F -26,147 shares

    0.08% of the 13F portfolio, value $30,285,695.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 762,130 shares
    Change vs previous 13F +177 shares

    0.09% of the 13F portfolio, value $33,061,196.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 761,953 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $32,588,742.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).