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Beacon Pointe Advisors’s Truist Financial TFC Stock Holding History

Beacon Pointe Advisors’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 		$1.73M Sell
34,709
-3,293
-9% -$162K 0.01% 819
2026
Q1 		$1.75M Buy
38,002
+20,139
+113% +$995K 0.01% 782
2025
Q4 		$879K Buy
17,863
+9,661
+118% +$445K 0.01% 876
2025
Q3 		$375K Sell
8,202
-26,247
-76% -$1.18M ﹤0.01% 1108
2025
Q2 		$1.48M Buy
34,449
+469
+1% +$18.4K 0.02% 555
2025
Q1 		$1.4M Sell
33,980
-1,109
-3% -$49.4K 0.02% 552
2024
Q4 		$1.52M Buy
35,089
+20,126
+135% +$898K 0.02% 531
2024
Q3 		$640K Sell
14,963
-6,260
-29% -$264K 0.01% 764
2024
Q2 		$824K Sell
21,223
-19,142
-47% -$723K 0.01% 700
2024
Q1 		$1.57M Sell
40,365
-1,882
-4% -$68.8K 0.02% 550
2023
Q4 		$1.56M Sell
42,247
-44,245
-51% -$1.39M 0.02% 539
2023
Q3 		$2.47M Buy
86,492
+49,503
+134% +$1.52M 0.03% 420
2023
Q2 		$1.12M Buy
36,989
+3,256
+10% +$101K 0.02% 504
2023
Q1 		$1.15M Sell
33,733
-11,972
-26% -$523K 0.02% 507
2022
Q4 		$1.97M Buy
45,705
+2,495
+6% +$109K 0.04% 362
2022
Q3 		$1.88M Buy
43,210
+18,596
+76% +$895K 0.04% 325
2022
Q2 		$1.17M Sell
24,614
-34,065
-58% -$1.68M 0.02% 429
2022
Q1 		$3.33M Buy
58,679
+39,690
+209% +$2.45M 0.05% 333
2021
Q4 		$1.11M Sell
18,989
-1,329
-7% -$81.2K 0.03% 365
2021
Q3 		$1.19M Sell
20,318
-4,502
-18% -$252K 0.03% 382
2021
Q2 		$1.38M Buy
24,820
+15,487
+166% +$910K 0.05% 277
2021
Q1 		$544K Buy
9,333
+437
+5% +$24K 0.03% 286
2020
Q4 		$428K Buy
8,896
+2,978
+50% +$135K 0.03% 298
2020
Q3 		$225K Buy
5,918
+351
+6% +$13.2K 0.02% 352
2020
Q2 		$209K Buy
+5,567
New +$200K 0.02% 366

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beacon Pointe Advisors's TFC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Truist Financial (TFC) stake by 8.7% in Q2 2026, selling an estimated $162K and leaving 34,709 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #819.

Beacon Pointe Advisors first reported a position in TFC in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.33M in Q1 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Beacon Pointe Advisors held 34,709 shares of Truist Financial worth $1.73M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,293 Truist Financial shares in Q2 2026, an estimated $162K.
  • Truist Financial made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #819 holding.
  • Beacon Pointe Advisors first reported a position in Truist Financial in Q2 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's Truist Financial position peaked at $3.33M in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.