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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
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

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
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

Pines Wealth Management's TFC Position: Q1 2026 in Review

Pines Wealth Management reduced its Truist Financial (TFC) stake by 12% in Q1 2026, selling an estimated $88.2K and leaving 13,533 shares worth $622K. The position accounts for 0.2% of the portfolio, ranked #115.

Pines Wealth Management first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $754K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Pines Wealth Management held 13,533 shares of Truist Financial worth $622K as of Q1 2026.
  • Pines Wealth Management sold 1,784 Truist Financial shares in Q1 2026, an estimated $88.2K.
  • Truist Financial made up 0.2% of Pines Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Pines Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Truist Financial position peaked at $754K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.