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Pine Valley Investments’s Truist Financial TFC Stock Holding History

Pine Valley Investments’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 		$821K Buy
16,484
+411
+3% +$20.2K 0.03% 324
2026
Q1 		$739K Buy
16,073
+23
+0.1% +$1.14K 0.03% 328
2025
Q4 		$790K Sell
16,050
-559
-3% -$25.7K 0.04% 305
2025
Q3 		$759K Buy
16,609
+48
+0.3% +$2.16K 0.04% 298
2025
Q2 		$712K Sell
16,561
-1,179
-7% -$46.1K 0.04% 302
2025
Q1 		$730K Buy
17,740
+13
+0.1% +$579 0.04% 289
2024
Q4 		$769K Buy
17,727
+1,137
+7% +$50.7K 0.05% 279
2024
Q3 		$710K Hold
16,590
– – 0.04% 275
2024
Q2 		$645K Sell
16,590
-278
-2% -$10.5K 0.04% 276
2024
Q1 		$658K Hold
16,868
– – 0.04% 274
2023
Q4 		$623K Sell
16,868
-1,697
-9% -$53.3K 0.04% 272
2023
Q3 		$531K Sell
18,565
-911
-5% -$28K 0.05% 276
2023
Q2 		$591K Buy
+19,476
New +$605K 0.06% 245

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's TFC Position: Q2 2026 in Review

Pine Valley Investments increased its Truist Financial (TFC) stake by 2.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 16,484 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #324.

Pine Valley Investments first reported a position in TFC in Q2 2023 and has held it in 13 quarters since. 902 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Pine Valley Investments held 16,484 shares of Truist Financial worth $821K as of Q2 2026.
  • Pine Valley Investments bought 411 Truist Financial shares in Q2 2026, an estimated $20.2K.
  • Truist Financial made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #324 holding.
  • Pine Valley Investments first reported a position in Truist Financial in Q2 2023 and has held it in 13 quarters since.
  • 902 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.