HAG
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HighPoint Advisor Group’s Truist Financial TFC Stock Holding History

HighPoint Advisor Group’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 		$223K Hold
4,484
– – 0.01% 651
2026
Q1 		$206K Sell
4,484
-27,469
-86% -$1.36M 0.01% 625
2025
Q4 		$1.57M Buy
31,953
+5,123
+19% +$236K 0.03% 360
2025
Q3 		$1.23M Buy
26,830
+2,658
+11% +$120K 0.06% 229
2025
Q2 		$1.04M Sell
24,172
-845
-3% -$33.1K 0.06% 243
2025
Q1 		$970K Sell
25,017
-2,656
-10% -$118K 0.06% 239
2024
Q4 		$1.31M Buy
27,673
+2,882
+12% +$129K 0.07% 207
2024
Q3 		$1.06M Buy
24,791
+2,387
+11% +$101K 0.06% 226
2024
Q2 		$1.01M Buy
22,404
+680
+3% +$25.7K 0.06% 228
2024
Q1 		$851K Sell
21,724
-1,282
-6% -$46.9K 0.06% 243
2023
Q4 		$865K Buy
+23,006
New +$722K 0.06% 242
2022
Q2 		$813K Buy
+17,061
New +$841K 0.09% 181
2021
Q3 		$645K Buy
11,002
+2,132
+24% +$119K 0.06% 257
2021
Q2 		$492K Buy
8,870
+2,548
+40% +$150K 0.05% 302
2021
Q1 		$379K Sell
6,322
-23
-0.4% -$1.26K 0.04% 326
2020
Q4 		$339K Buy
6,345
+1,522
+32% +$68.9K 0.04% 328
2020
Q3 		$217K Buy
+4,823
New +$182K 0.04% 339
2020
Q1 		– Sell
-4,848
Closed -$272K – 397
2019
Q4 		$272K Buy
4,848
+1,468
+43% +$79.5K 0.06% 277
2019
Q3 		$185K Sell
3,380
-64
-2% -$3.17K 0.04% 330
2019
Q2 		$173K Buy
+3,444
New +$169K 0.04% 338
2015
Q4 		– Sell
-6,059
Closed -$216K – 214
2015
Q3 		$216K Buy
+6,059
New +$234K 0.24% 126

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

HighPoint Advisor Group's TFC Position: Q2 2026 in Review

HighPoint Advisor Group held its Truist Financial (TFC) position steady in Q2 2026 at 4,484 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #651.

HighPoint Advisor Group first reported a position in TFC in Q3 2015 and has held it in 21 quarters since. The position peaked at $1.57M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • HighPoint Advisor Group held 4,484 shares of Truist Financial worth $223K as of Q2 2026.
  • HighPoint Advisor Group left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #651 holding.
  • HighPoint Advisor Group first reported a position in Truist Financial in Q3 2015 and has held it in 21 quarters since.
  • HighPoint Advisor Group's Truist Financial position peaked at $1.57M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.