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 Q2	$18.9K	Hold	379	–	–	0.01%	338
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 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Basepoint Wealth's TFC Position: Q2 2026 in Review

Basepoint Wealth held its Truist Financial (TFC) position steady in Q2 2026 at 379 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #338.

Basepoint Wealth first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Basepoint Wealth held 379 shares of Truist Financial worth $18.9K as of Q2 2026.
Basepoint Wealth left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #338 holding.
Basepoint Wealth first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.