Pine Harbor Wealth Management’s Truist Financial TFC Stock Holding History

Pine Harbor Wealth Management’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	$469K	Hold	10,208	–	–	0.14%	58
2025 Q4	$502K	Hold	10,208	–	–	0.15%	54
2025 Q3	$467K	Sell	10,208 -300	-3%	-$13.5K	0.15%	59
2025 Q2	$452K	Hold	10,508	–	–	0.16%	56
2025 Q1	$432K	Hold	10,508	–	–	0.17%	56
2024 Q4	$456K	Sell	10,508 -270	-3%	-$12K	0.18%	56
2024 Q3	$461K	Buy	10,778 +50	+0.5%	+$2.11K	0.23%	57
2024 Q2	$417K	Sell	10,728 -114	-1%	-$4.31K	0.25%	60
2024 Q1	$423K	Hold	10,842	–	–	0.27%	61
2023 Q4	$400K	Buy	+10,842	New	+$340K	0.3%	57

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pine Harbor Wealth Management's TFC Position: Q1 2026 in Review

Pine Harbor Wealth Management held its Truist Financial (TFC) position steady in Q1 2026 at 10,208 shares worth $469K. The position accounts for 0.14% of the portfolio, ranked #58.

Pine Harbor Wealth Management first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $502K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Pine Harbor Wealth Management held 10,208 shares of Truist Financial worth $469K as of Q1 2026.
Pine Harbor Wealth Management left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.14% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #58 holding.
Pine Harbor Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Truist Financial position peaked at $502K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.