Prime Capital Investment Advisors, LLC TFC — TRUIST FINL CORP COM

Ownership history in Prime Capital Investment Advisors, LLC  ·  15 quarters on record

AI Ownership Summary

Prime Capital Investment Advisors, LLC reported TRUIST FINL CORP COM (TFC) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows TFC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prime Capital Investment Advisors, LLC's position in TRUIST FINL CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TFC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFC stock page Prime Capital Investment Advisors, LLC fund profile Prime Capital Investment Advisors, LLC full holdings
How Prime Capital Investment Advisors, LLC held TFC — position size vs. price
% of Fund (quarterly)    TFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 15,734 +99 +0.6% 0.01% $784K 2026-08-05 $52.33
2026 Q1 REDUCED — — — 15,635 -198 -1.3% 0.01% $719K 2026-05-08 $48.63
2025 Q4 ADDED — — — 15,833 +3,001 +23.4% 0.01% $779K 2026-01-21 $48.52
2025 Q3 ADDED — — — 12,832 +12,732 +12732.0% 0.01% $587K 2025-11-05 $42.25
2025 Q3 REDUCED 99.2% +10.7% ❌ 100 -12,580 -99.2% 0.00% $39 2025-11-05 $42.25
2025 Q2 REDUCED 17.7% +8.1% ❌ 12,680 -2,730 -17.7% 0.01% $545K 2025-07-23 $43.40
2025 Q1 ADDED — — — 15,410 +4,965 +47.5% 0.01% $634K 2025-05-13 $39.17
2024 Q4 ADDED — — — 10,445 +46 +0.4% 0.01% $453K 2025-02-12 $42.87
2024 Q3 ADDED — — — 10,399 +270 +2.7% 0.01% $445K 2024-11-05 $38.68
2024 Q2 ADDED — — — 10,129 +260 +2.6% 0.01% $394K 2024-08-09 $37.98
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TFC

As of 2026 Q2 — sorted by position size

Ategra Capital Management, LLC 8.87% Reliant Investment Partners, LLC 5.03% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.79% Prana Capital Management, LP 3Y 7Y 3.84% Black Maple Capital Management LP 3Y 7Y 3.76% Griffith & Werner, Inc. 3.46% SHAPIRO CAPITAL MANAGEMENT LLC 3Y 7Y 3.4% Carlson Capital, L.P. 3Y 7Y 3.33% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 3.3% Regal Partners Ltd 3Y 7Y 3.29%

FAQ About Prime Capital Investment Advisors, LLC and TFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prime Capital Investment Advisors, LLC reported owning TFC?

Prime Capital Investment Advisors, LLC reported TFC across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TFC position in Prime Capital Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for TFC was 0.01% in 2025 Q4.

What is the latest reported TFC position on this page?

The most recent filing on this page is 2026 Q2, when Prime Capital Investment Advisors, LLC reported 15,734 shares, equal to 0.01% of portfolio, with an estimated market value of $784K.

What does the chart on this TFC ownership page compare?

The chart compares Prime Capital Investment Advisors, LLC's quarterly TFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prime Capital Investment Advisors, LLC time their TFC position?

Based on 13F filing dates vs. subsequent TFC price moves, Prime Capital Investment Advisors, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on TFC relative to SPY over the holding period was +71.9%.

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