Belpointe Asset Management
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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
Q3 		$2.42M Buy
52,261
+47,422
+980% +$2.41M 0.07% 280
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Belpointe Asset Management's TFC Position: Q3 2026 in Review

Belpointe Asset Management increased its Truist Financial (TFC) stake by 980% in Q3 2026, buying an estimated $2.41M and bringing the position to 52,261 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #280.

Belpointe Asset Management first reported a position in TFC in Q2 2018 and has held it in 24 quarters since. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Belpointe Asset Management held 52,261 shares of Truist Financial worth $2.42M as of Q3 2026.
  • Belpointe Asset Management bought 47,422 Truist Financial shares in Q3 2026, an estimated $2.41M.
  • Truist Financial made up 0.07% of Belpointe Asset Management's portfolio in Q3 2026, its #280 holding.
  • Belpointe Asset Management first reported a position in Truist Financial in Q2 2018 and has held it in 24 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.