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DecisionPoint Financial’s Truist Financial TFC Stock Holding History

DecisionPoint Financial’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 		$713 Buy
+14
New +$689 ﹤0.01% 527
2026
Q1 		– Sell
-81
Closed -$3.99K – 726
2025
Q4 		$3.99K Buy
+81
New +$3.73K ﹤0.01% 272

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

DecisionPoint Financial's TFC Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in Truist Financial (TFC) in Q2 2026: 14 shares worth $713. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in TFC as recently as Q4 2025.

DecisionPoint Financial first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.99K in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • DecisionPoint Financial held 14 shares of Truist Financial worth $713 as of Q2 2026.
  • Truist Financial was a new DecisionPoint Financial position in Q2 2026.
  • Truist Financial made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #527 holding.
  • DecisionPoint Financial first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • DecisionPoint Financial's Truist Financial position peaked at $3.99K in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.