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Graypoint LLC’s Truist Financial TFC Stock Holding History

Graypoint LLC’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
2025
Q2 		$460K Buy
10,704
+4,471
+72% +$175K 0.03% 337
2025
Q1 		$256K Sell
6,233
-512
-8% -$22.8K 0.02% 441
2024
Q4 		$293K Buy
6,745
+550
+9% +$24.5K 0.02% 413
2024
Q3 		$265K Buy
6,195
+589
+11% +$24.9K 0.02% 424
2024
Q2 		$218K Buy
5,606
+459
+9% +$17.3K 0.02% 439
2024
Q1 		$201K Sell
5,147
-503
-9% -$18.4K 0.01% 446
2023
Q4 		$209K Buy
+5,650
New +$177K 0.02% 417
2023
Q3 		– Sell
-12,446
Closed -$378K – 424
2023
Q2 		$378K Sell
12,446
-3,112
-20% -$96.6K 0.04% 264
2023
Q1 		$531K Buy
15,558
+3,693
+31% +$161K 0.06% 194
2022
Q4 		$511K Buy
11,865
+1,731
+17% +$75.9K 0.06% 184
2022
Q3 		$441K Buy
10,134
+1,433
+16% +$68.9K 0.06% 198
2022
Q2 		$413K Buy
8,701
+1,163
+15% +$57.4K 0.05% 200
2022
Q1 		$427K Buy
7,538
+792
+12% +$48.9K 0.04% 224
2021
Q4 		$395K Buy
6,746
+3
+0% +$183 0.04% 223
2021
Q3 		$395K Buy
6,743
+35
+0.5% +$1.96K 0.05% 191
2021
Q2 		$372K Buy
6,708
+357
+6% +$21K 0.05% 187
2021
Q1 		$370K Buy
6,351
+747
+13% +$40.9K 0.06% 172
2020
Q4 		$269K Buy
+5,604
New +$254K 0.05% 187

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Graypoint LLC's TFC Position: Q2 2025 in Review

Graypoint LLC increased its Truist Financial (TFC) stake by 72% in Q2 2025, buying an estimated $175K and bringing the position to 10,704 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #337.

Graypoint LLC first reported a position in TFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $531K in Q1 2023. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Graypoint LLC held 10,704 shares of Truist Financial worth $460K as of Q2 2025.
  • Graypoint LLC bought 4,471 Truist Financial shares in Q2 2025, an estimated $175K.
  • Truist Financial made up 0.03% of Graypoint LLC's portfolio in Q2 2025, its #337 holding.
  • Graypoint LLC first reported a position in Truist Financial in Q4 2020 and has held it in 18 quarters since.
  • Graypoint LLC's Truist Financial position peaked at $531K in Q1 2023.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.