BAM
TFC icon

Belpointe Asset Management’s Truist Financial TFC Stock Holding History

Belpointe Asset 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
2026
Q2 		$241K Sell
4,839
-245
-5% -$12.1K 0.01% 980
2026
Q1 		$234K Buy
+5,084
New +$251K 0.01% 949
2025
Q3 		– Sell
-8,549
Closed -$368K – 1044
2025
Q2 		$368K Sell
8,549
-23,987
-74% -$939K 0.02% 690
2025
Q1 		$1.34M Buy
32,536
+20,012
+160% +$892K 0.07% 268
2024
Q4 		$557K Sell
12,524
-10,009
-44% -$447K 0.03% 485
2024
Q3 		$964K Buy
22,533
+15,361
+214% +$649K 0.06% 323
2024
Q2 		$279K Sell
7,172
-44
-0.6% -$1.66K 0.02% 610
2024
Q1 		$281K Sell
7,216
-29
-0.4% -$1.06K 0.02% 617
2023
Q4 		$267K Buy
+7,245
New +$227K 0.02% 565
2023
Q2 		– Sell
-17,876
Closed -$610K – 3096
2023
Q1 		$610K Buy
17,876
+6,103
+52% +$266K 0.03% 480
2022
Q4 		$507K Sell
11,773
-1,146
-9% -$50.3K 0.03% 535
2022
Q3 		$563K Buy
12,919
+3,375
+35% +$162K 0.04% 458
2022
Q2 		$453K Buy
9,544
+1,868
+24% +$92.1K 0.03% 529
2022
Q1 		$436K Buy
7,676
+1,725
+29% +$107K 0.03% 587
2021
Q4 		$349K Buy
5,951
+221
+4% +$13.5K 0.02% 645
2021
Q3 		$337K Sell
5,730
-1,978
-26% -$111K 0.02% 640
2021
Q2 		$428K Buy
7,708
+3,416
+80% +$201K 0.03% 547
2021
Q1 		$251K Buy
+4,292
New +$235K 0.02% 664
2020
Q1 		– Sell
-2,131
Closed -$119K – 774
2019
Q4 		$119K Buy
+2,131
New +$115K 0.02% 716
2019
Q2 		– Sell
-3,272
Closed -$153K – 652
2019
Q1 		$153K Buy
3,272
+789
+32% +$38.5K 0.03% 352
2018
Q4 		$108K Sell
2,483
-180
-7% -$8.64K 0.03% 472
2018
Q3 		$129K Sell
2,663
-8,656
-76% -$444K 0.02% 575
2018
Q2 		$571K Buy
+11,319
New +$601K 0.16% 137

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Belpointe Asset Management's TFC Position: Q2 2026 in Review

Belpointe Asset Management reduced its Truist Financial (TFC) stake by 4.8% in Q2 2026, selling an estimated $12.1K and leaving 4,839 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #980.

Belpointe Asset Management first reported a position in TFC in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.34M in Q1 2025. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Belpointe Asset Management held 4,839 shares of Truist Financial worth $241K as of Q2 2026.
  • Belpointe Asset Management sold 245 Truist Financial shares in Q2 2026, an estimated $12.1K.
  • Truist Financial made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #980 holding.
  • Belpointe Asset Management first reported a position in Truist Financial in Q2 2018 and has held it in 23 quarters since.
  • Belpointe Asset Management's Truist Financial position peaked at $1.34M in Q1 2025.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.