Pines Wealth Management
TFC icon

Pines Wealth Management’s Truist Financial TFC Stock Holding History

Pines 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
Q3 		$617K Sell
13,329
-204
-2% -$10.4K 0.18% 117
2026
Q2 		$674K Hold
13,533
– – 0.19% 114
2026
Q1 		$622K Sell
13,533
-1,784
-12% -$88.2K 0.2% 115
2025
Q4 		$754K Buy
15,317
+268
+2% +$12.3K 0.24% 98
2025
Q3 		$688K Sell
15,049
-970
-6% -$43.7K 0.23% 99
2025
Q2 		$730K Sell
16,019
-281
-2% -$11K 0.26% 94
2025
Q1 		$569K Sell
16,300
-478
-3% -$21.3K 0.26% 96
2024
Q4 		$718K Buy
+16,778
New +$749K 0.31% 79

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Parnassus Investments
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Fort Washington Investment Advisors
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New York State Teachers Retirement System (NYSTRS)
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DePrince Race & Zollo Inc (DRZ)
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Pines Wealth Management's TFC Position: Q3 2026 in Review

Pines Wealth Management reduced its Truist Financial (TFC) stake by 1.5% in Q3 2026, selling an estimated $10.4K and leaving 13,329 shares worth $617K. The position accounts for 0.18% of the portfolio, ranked #117.

Pines Wealth Management first reported a position in TFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $754K in Q4 2025. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Pines Wealth Management held 13,329 shares of Truist Financial worth $617K as of Q3 2026.
  • Pines Wealth Management sold 204 Truist Financial shares in Q3 2026, an estimated $10.4K.
  • Truist Financial made up 0.18% of Pines Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Pines Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Truist Financial position peaked at $754K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.