Anchor Pointe Wealth Management’s Truist Financial TFC Stock Holding History

Anchor Pointe Wealth Management’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
2024 Q4	$215K	Buy	+4,960	New	+$221K	0.28%	78

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Pointe Wealth Management's TFC Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Truist Financial (TFC) in Q4 2024: 4,960 shares worth $215K. The stake represents 0.28% of the portfolio and ranks #78 among its holdings.

1,571 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Anchor Pointe Wealth Management held 4,960 shares of Truist Financial worth $215K as of Q4 2024.
Truist Financial was a new Anchor Pointe Wealth Management position in Q4 2024.
Truist Financial made up 0.28% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #78 holding.
1,571 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.