Pinnacle Associates’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
223,830
-72,183
| -24% | -$3.57M | 0.13% | 165 |
|
|
2025
Q4 | $14.6M | Sell |
296,013
-25,949
| -8% | -$1.2M | 0.19% | 119 |
|
|
2025
Q3 | $14.7M | Buy |
321,962
+89,223
| +38% | +$4.02M | 0.2% | 116 |
|
|
2025
Q2 | $10M | Sell |
232,739
-3,225
| -1% | -$126K | 0.14% | 162 |
|
|
2025
Q1 | $9.71M | Buy |
235,964
+54
| +0% | +$2.41K | 0.14% | 154 |
|
|
2024
Q4 | $10.2M | Buy |
235,910
+16,452
| +7% | +$734K | 0.14% | 154 |
|
|
2024
Q3 | $8.1M | Buy |
219,458
+2,829
| +1% | +$119K | 0.14% | 177 |
|
|
2024
Q2 | $8.42M | Buy |
216,629
+649
| +0.3% | +$24.5K | 0.13% | 172 |
|
|
2024
Q1 | $8.42M | Sell |
215,980
-3,478
| -2% | -$127K | 0.13% | 182 |
|
|
2023
Q4 | $8.1M | Sell |
219,458
-15,162
| -6% | -$476K | 0.14% | 180 |
|
|
2023
Q3 | $6.71M | Sell |
234,620
-12,286
| -5% | -$378K | 0.12% | 187 |
|
|
2023
Q2 | $7.49M | Buy |
246,906
+22,096
| +10% | +$686K | 0.13% | 181 |
|
|
2023
Q1 | $7.67M | Buy |
224,810
+19,759
| +10% | +$863K | 0.16% | 157 |
|
|
2022
Q4 | $8.82M | Buy |
205,051
+10,579
| +5% | +$464K | 0.19% | 141 |
|
|
2022
Q3 | $8.47M | Sell |
194,472
-1,527
| -0.8% | -$73.5K | 0.19% | 144 |
|
|
2022
Q2 | $9.3M | Buy |
195,999
+18,747
| +11% | +$925K | 0.2% | 138 |
|
|
2022
Q1 | $10.1M | Buy |
177,252
+9,222
| +5% | +$570K | 0.18% | 148 |
|
|
2021
Q4 | $9.84M | Sell |
168,030
-7,759
| -4% | -$474K | 0.17% | 149 |
|
|
2021
Q3 | $10.3M | Buy |
175,789
+767
| +0.4% | +$42.9K | 0.19% | 137 |
|
|
2021
Q2 | $9.71M | Buy |
175,022
+1,873
| +1% | +$110K | 0.18% | 143 |
|
|
2021
Q1 | $10.1M | Buy |
173,149
+10,544
| +6% | +$578K | 0.19% | 136 |
|
|
2020
Q4 | $7.79M | Buy |
162,605
+12,249
| +8% | +$555K | 0.16% | 146 |
|
|
2020
Q3 | $5.72M | Buy |
150,356
+11,718
| +8% | +$441K | 0.14% | 165 |
|
|
2020
Q2 | $5.21M | Buy |
138,638
+4,627
| +3% | +$167K | 0.13% | 172 |
|
|
2020
Q1 | $4.13M | Buy |
134,011
+5,232
| +4% | +$247K | 0.13% | 176 |
|
|
2019
Q4 | $7.25M | Buy |
128,779
+6,344
| +5% | +$344K | 0.16% | 158 |
|
|
2019
Q3 | $6.53M | Sell |
122,435
-714
| -0.6% | -$35.4K | 0.15% | 161 |
|
|
2019
Q2 | $6.05M | Sell |
123,149
-517
| -0.4% | -$25.3K | 0.14% | 178 |
|
|
2019
Q1 | $5.75M | Sell |
123,666
-1,233
| -1% | -$60.1K | 0.13% | 187 |
|
|
2018
Q4 | $5.41M | Sell |
124,899
-56,056
| -31% | -$2.69M | 0.14% | 174 |
|
|
2018
Q3 | $8.78M | Sell |
180,955
-4,758
| -3% | -$244K | 0.18% | 152 |
|
|
2018
Q2 | $9.37M | Buy |
185,713
+33,622
| +22% | +$1.79M | 0.19% | 142 |
|
|
2018
Q1 | $7.92M | Buy |
152,091
+26,911
| +21% | +$1.45M | 0.16% | 161 |
|
|
2017
Q4 | $6.22M | Buy |
125,180
+9,169
| +8% | +$443K | 0.12% | 180 |
|
|
2017
Q3 | $5.45M | Buy |
116,011
+66
| +0.1% | +$3.03K | 0.1% | 195 |
|
|
2017
Q2 | $5.26M | Buy |
115,945
+4,728
| +4% | +$205K | 0.1% | 194 |
|
|
2017
Q1 | $4.97M | Sell |
111,217
-2,189
| -2% | -$102K | 0.09% | 203 |
|
|
2016
Q4 | $5.33M | Sell |
113,406
-1,636
| -1% | -$69.6K | 0.11% | 186 |
|
|
2016
Q3 | $4.34M | Sell |
115,042
-10,984
| -9% | -$409K | 0.09% | 217 |
|
|
2016
Q2 | $4.49M | Sell |
126,026
-4,583
| -4% | -$160K | 0.1% | 212 |
|
|
2016
Q1 | $4.34M | Sell |
130,609
-76
| -0.1% | -$2.52K | 0.09% | 211 |
|
|
2015
Q4 | $4.94M | Buy |
130,685
+1,653
| +1% | +$62.2K | 0.1% | 189 |
|
|
2015
Q3 | $4.59M | Sell |
129,032
-668
| -0.5% | -$25.8K | 0.1% | 196 |
|
|
2015
Q2 | $5.23M | Sell |
129,700
-180
| -0.1% | -$7.12K | 0.1% | 195 |
|
|
2015
Q1 | $5.06M | Buy |
129,880
+587
| +0.5% | +$22.1K | 0.09% | 196 |
|
|
2014
Q4 | $5.03M | Buy |
129,293
+22,638
| +21% | +$852K | 0.1% | 193 |
|
|
2014
Q3 | $3.97M | Buy |
106,655
+755
| +0.7% | +$28.5K | 0.08% | 213 |
|
|
2014
Q2 | $4.18M | Sell |
105,900
-507
| -0.5% | -$19.4K | 0.08% | 205 |
|
|
2014
Q1 | $4.27M | Buy |
106,407
+2,822
| +3% | +$108K | 0.08% | 193 |
|
|
2013
Q4 | $3.87M | Sell |
103,585
-4,180
| -4% | -$144K | 0.08% | 209 |
|
|
2013
Q3 | $3.64M | Sell |
107,765
-530
| -0.5% | -$18.5K | 0.08% | 204 |
|
|
2013
Q2 | $3.67M | Buy |
+108,295
| New | +$3.45M | 0.08% | 196 |
|
Other funds holding TFC
VCM
VPM
Pinnacle Associates's TFC Position: Q1 2026 in Review
Pinnacle Associates reduced its Truist Financial (TFC) stake by 24% in Q1 2026, selling an estimated $3.57M and leaving 223,830 shares worth $10.3M. The position accounts for 0.13% of the portfolio, ranked #165.
Pinnacle Associates first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.7M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Pinnacle Associates held 223,830 shares of Truist Financial worth $10.3M as of Q1 2026.
- Pinnacle Associates sold 72,183 Truist Financial shares in Q1 2026, an estimated $3.57M.
- Truist Financial made up 0.13% of Pinnacle Associates's portfolio in Q1 2026, its #165 holding.
- Pinnacle Associates first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Associates's Truist Financial position peaked at $14.7M in Q3 2025.
- 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.