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Keel Point’s Truist Financial TFC Stock Holding History

Keel Point’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
Q1 		$721K Buy
15,676
+1,191
+8% +$58.9K 0.05% 211
2025
Q4 		$713K Buy
14,485
+253
+2% +$11.7K 0.04% 233
2025
Q3 		$651K Sell
14,232
-213
-1% -$9.6K 0.04% 246
2025
Q2 		$621K Buy
14,445
+2,232
+18% +$87.3K 0.04% 252
2025
Q1 		$503K Sell
12,213
-313
-2% -$13.9K 0.04% 253
2024
Q4 		$543K Buy
12,526
+409
+3% +$18.3K 0.04% 221
2024
Q3 		$518K Sell
12,117
-245
-2% -$10.3K 0.04% 231
2024
Q2 		$515K Buy
12,362
+287
+2% +$10.8K 0.05% 220
2024
Q1 		$471K Buy
12,075
+162
+1% +$5.93K 0.05% 214
2023
Q4 		$440K Buy
11,913
+1,201
+11% +$37.7K 0.05% 200
2023
Q3 		$306K Sell
10,712
-276
-3% -$8.49K 0.04% 236
2023
Q2 		$333K Buy
10,988
+622
+6% +$19.3K 0.04% 234
2023
Q1 		$353K Sell
10,366
-1,069
-9% -$46.7K 0.05% 203
2022
Q4 		$492K Buy
11,435
+298
+3% +$13.1K 0.08% 163
2022
Q3 		$485K Buy
11,137
+149
+1% +$7.17K 0.08% 142
2022
Q2 		$559K Sell
10,988
-533
-5% -$26.3K 0.09% 132
2022
Q1 		$653K Buy
+11,521
New +$712K 0.1% 127
2020
Q1 		– Sell
-6,369
Closed -$359K – 199
2019
Q4 		$359K Buy
+6,369
New +$345K 0.04% 141

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Keel Point's TFC Position: Q1 2026 in Review

Keel Point increased its Truist Financial (TFC) stake by 8.2% in Q1 2026, buying an estimated $58.9K and bringing the position to 15,676 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #211.

Keel Point first reported a position in TFC in Q4 2019 and has held it in 18 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Keel Point held 15,676 shares of Truist Financial worth $721K as of Q1 2026.
  • Keel Point bought 1,191 Truist Financial shares in Q1 2026, an estimated $58.9K.
  • Truist Financial made up 0.05% of Keel Point's portfolio in Q1 2026, its #211 holding.
  • Keel Point first reported a position in Truist Financial in Q4 2019 and has held it in 18 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.