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Pineridge Advisors’s Truist Financial TFC Stock Holding History

Pineridge 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
2025
Q3 		$4.57K Hold
100
– – ﹤0.01% 277
2025
Q2 		$4.3K Hold
100
– – ﹤0.01% 325
2025
Q1 		$4.12K Hold
100
– – ﹤0.01% 333
2024
Q4 		$4.34K Buy
+100
New +$4.46K ﹤0.01% 399

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pineridge Advisors's TFC Position: Q3 2025 in Review

Pineridge Advisors held its Truist Financial (TFC) position steady in Q3 2025 at 100 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Pineridge Advisors first reported a position in TFC in Q4 2024 and has held it in 4 quarters since. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Pineridge Advisors held 100 shares of Truist Financial worth $4.57K as of Q3 2025.
  • Pineridge Advisors left its Truist Financial share count unchanged in Q3 2025.
  • Truist Financial made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #277 holding.
  • Pineridge Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 4 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.