Pinnacle Holdings’s Truist Financial TFC Stock Holding History

Pinnacle Holdings’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	$674K	Sell	13,520 -540	-4%	-$26.6K	0.21%	129
2026 Q1	$638K	Buy	14,060 +540	+4%	+$26.7K	0.21%	130
2025 Q4	$665K	Hold	13,520	–	–	0.22%	129
2025 Q3	$618K	Hold	13,520	–	–	0.22%	128
2025 Q2	$581K	Hold	13,520	–	–	0.21%	131
2025 Q1	$556K	Hold	13,520	–	–	0.21%	131
2024 Q4	$586K	Hold	13,520	–	–	0.22%	128
2024 Q3	$578K	Hold	13,520	–	–	0.23%	122
2024 Q2	$525K	Hold	13,520	–	–	0.21%	125
2024 Q1	$527K	Sell	13,520 -527	-4%	-$19.3K	0.21%	124
2023 Q4	$519K	Buy	14,047 +5,180	+58%	+$163K	0.21%	124
2023 Q3	$254K	Hold	8,867	–	–	0.12%	141
2023 Q2	$269K	Hold	8,867	–	–	0.12%	140
2023 Q1	$302K	Buy	8,867 +1,724	+24%	+$75.3K	0.14%	136
2022 Q4	$307K	Hold	7,143	–	–	0.14%	140
2022 Q3	$311K	Hold	7,143	–	–	0.15%	140
2022 Q2	$339K	Hold	7,143	–	–	0.16%	132
2022 Q1	$405K	Hold	7,143	–	–	0.16%	137
2021 Q4	$418K	Hold	7,143	–	–	0.18%	134
2021 Q3	$419K	Hold	7,143	–	–	0.18%	133
2021 Q2	$396K	Hold	7,143	–	–	0.18%	125
2021 Q1	$417K	Sell	7,143 -75	-1%	-$4.11K	0.19%	129
2020 Q4	$346K	Sell	7,218 -61	-0.8%	-$2.76K	0.18%	132
2020 Q3	$277K	Sell	7,279 -1,409	-16%	-$53.1K	0.16%	132
2020 Q2	$326K	Hold	8,688	–	–	0.16%	124
2020 Q1	$268K	Sell	8,688 -6,031	-41%	-$285K	0.15%	123
2019 Q4	$829K	Buy	14,719 +12,749	+647%	+$690K	0.31%	114
2019 Q3	$105K	Hold	1,970	–	–	0.04%	161
2019 Q2	$96.8K	Buy	1,970 +527	+37%	+$25.8K	0.04%	163
2019 Q1	$67.1K	Hold	1,443	–	–	0.03%	166
2018 Q4	$62.5K	Hold	1,443	–	–	0.03%	167
2018 Q3	$70K	Hold	1,443	–	–	0.02%	168
2018 Q2	$72.8K	Hold	1,443	–	–	0.03%	171
2018 Q1	$75.1K	Hold	1,443	–	–	0.03%	169
2017 Q4	$71.7K	Hold	1,443	–	–	0.03%	176
2017 Q3	$67.7K	Hold	1,443	–	–	0.03%	174
2017 Q2	$65.5K	Hold	1,443	–	–	0.03%	169
2017 Q1	$64.5K	Hold	1,443	–	–	0.02%	172
2016 Q4	$67.8K	Hold	1,443	–	–	0.03%	175
2016 Q3	$54.4K	Hold	1,443	–	–	0.02%	173
2016 Q2	$51.4K	Hold	1,443	–	–	0.02%	170
2016 Q1	$48K	Hold	1,443	–	–	0.02%	170
2015 Q4	$54.6K	Hold	1,443	–	–	0.03%	175
2015 Q3	$51.4K	Buy	1,443 +543	+60%	+$21K	0.02%	178
2015 Q2	$36.3K	Hold	900	–	–	0.01%	183
2015 Q1	$35.1K	Hold	900	–	–	0.01%	185
2014 Q4	$35K	Hold	900	–	–	0.01%	178
2014 Q3	$33.5K	Hold	900	–	–	0.01%	179
2014 Q2	$35.5K	Hold	900	–	–	0.01%	172
2014 Q1	$36.2K	Hold	900	–	–	0.01%	172
2013 Q4	$33.6K	Hold	900	–	–	0.01%	167
2013 Q3	$30.4K	Buy	+900	New	+$31.4K	0.01%	168

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Holdings's TFC Position: Q2 2026 in Review

Pinnacle Holdings reduced its Truist Financial (TFC) stake by 3.8% in Q2 2026, selling an estimated $26.6K and leaving 13,520 shares worth $674K. The position accounts for 0.21% of the portfolio, ranked #129.

Pinnacle Holdings first reported a position in TFC in Q3 2013 and has held it in 52 quarters since. The position peaked at $829K in Q4 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Pinnacle Holdings held 13,520 shares of Truist Financial worth $674K as of Q2 2026.
Pinnacle Holdings sold 540 Truist Financial shares in Q2 2026, an estimated $26.6K.
Truist Financial made up 0.21% of Pinnacle Holdings's portfolio in Q2 2026, its #129 holding.
Pinnacle Holdings first reported a position in Truist Financial in Q3 2013 and has held it in 52 quarters since.
Pinnacle Holdings's Truist Financial position peaked at $829K in Q4 2019.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.