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Pin Oak Investment Advisors’s Truist Financial TFC Stock Holding History

Pin Oak Investment Advisors’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 		$54K Buy
1,084
+15
+1% +$738 0.04% 206
2026
Q1 		$49K Hold
1,069
– – 0.03% 212
2025
Q4 		$60K Hold
1,069
– – 0.04% 195
2025
Q3 		$48.9K Hold
1,069
– – 0.03% 209
2025
Q2 		$43K Hold
1,069
– – 0.04% 207
2025
Q1 		$43K Hold
1,069
– – 0.03% 201
2024
Q4 		$46K Hold
1,069
– – 0.04% 191
2024
Q3 		$45K Buy
1,069
+215
+25% +$9.08K 0.04% 193
2024
Q2 		$33K Hold
854
– – 0.03% 215
2024
Q1 		$33K Buy
854
+694
+434% +$25.4K 0.03% 212
2023
Q4 		$6K Hold
160
– – 0.01% 376
2023
Q3 		$5K Hold
160
– – 0.01% 386
2023
Q2 		$5K Hold
160
– – 0.01% 387
2023
Q1 		$5K Hold
160
– – 0.01% 366
2022
Q4 		$7K Buy
+160
New +$7.02K 0.01% 328
2020
Q2 		– Sell
-302
Closed -$9K – 401
2020
Q1 		$9K Hold
302
– – 0.01% 307
2019
Q4 		$17K Hold
302
– – 0.01% 276
2019
Q3 		$16K Hold
302
– – 0.01% 281
2019
Q2 		$15K Buy
+302
New +$14.8K 0.01% 303
2018
Q3 		– Sell
-71
Closed -$4K – 440
2018
Q2 		$4K Buy
+71
New +$3.77K ﹤0.01% 380

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

Pin Oak Investment Advisors's TFC Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Truist Financial (TFC) stake by 1.4% in Q2 2026, buying an estimated $738 and bringing the position to 1,084 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #206.

Pin Oak Investment Advisors first reported a position in TFC in Q2 2018 and has held it in 20 quarters since. The position peaked at $60K in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Pin Oak Investment Advisors held 1,084 shares of Truist Financial worth $54K as of Q2 2026.
  • Pin Oak Investment Advisors bought 15 Truist Financial shares in Q2 2026, an estimated $738.
  • Truist Financial made up 0.04% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #206 holding.
  • Pin Oak Investment Advisors first reported a position in Truist Financial in Q2 2018 and has held it in 20 quarters since.
  • Pin Oak Investment Advisors's Truist Financial position peaked at $60K in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.