BW
TFC icon

Basepoint Wealth’s Truist Financial TFC Stock Holding History

Basepoint Wealth’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 		$17.4K Buy
379
+1
+0.3% +$49 0.01% 343
2025
Q4 		$18.6K Buy
+378
New +$17.4K 0.01% 333

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Basepoint Wealth's TFC Position: Q1 2026 in Review

Basepoint Wealth increased its Truist Financial (TFC) stake by 0.26% in Q1 2026, buying an estimated $49 and bringing the position to 379 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #343.

Basepoint Wealth first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.6K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Basepoint Wealth held 379 shares of Truist Financial worth $17.4K as of Q1 2026.
  • Basepoint Wealth bought 1 Truist Financial share in Q1 2026, an estimated $49.
  • Truist Financial made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #343 holding.
  • Basepoint Wealth first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Truist Financial position peaked at $18.6K in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.