PWMAG
TFC icon

Pinnacle Wealth Management Advisory Group’s Truist Financial TFC Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$234K Buy
4,690
+46
+1% +$2.26K 0.01% 486
2026
Q1 		$213K Sell
4,644
-4,100
-47% -$203K 0.01% 500
2025
Q4 		$430K Buy
8,744
+100
+1% +$4.61K 0.03% 304
2025
Q3 		$395K Buy
8,644
+1
+0% +$45 0.03% 269
2025
Q2 		$372K Buy
8,643
+168
+2% +$6.57K 0.03% 267
2025
Q1 		$349K Sell
8,475
-37
-0.4% -$1.65K 0.03% 262
2024
Q4 		$369K Sell
8,512
-143
-2% -$6.38K 0.03% 249
2024
Q3 		$370K Buy
8,655
+71
+0.8% +$3K 0.04% 240
2024
Q2 		$333K Buy
8,584
+90
+1% +$3.4K 0.03% 252
2024
Q1 		$331K Buy
8,494
+166
+2% +$6.07K 0.04% 243
2023
Q4 		$307K Buy
+8,328
New +$261K 0.04% 238
2023
Q3 		– Sell
-6,915
Closed -$210K – 333
2023
Q2 		$210K Buy
+6,915
New +$215K 0.03% 305
2023
Q1 		– Sell
-6,945
Closed -$299K – 334
2022
Q4 		$299K Sell
6,945
-1,208
-15% -$53K 0.04% 224
2022
Q3 		$355K Buy
8,153
+1,476
+22% +$71K 0.06% 195
2022
Q2 		$317K Buy
6,677
+2,414
+57% +$119K 0.05% 218
2022
Q1 		$242K Hold
4,263
– – 0.03% 249
2021
Q4 		$250K Buy
+4,263
New +$260K 0.04% 237

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's TFC Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Truist Financial (TFC) stake by 0.99% in Q2 2026, buying an estimated $2.26K and bringing the position to 4,690 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #486.

Pinnacle Wealth Management Advisory Group first reported a position in TFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $430K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,690 shares of Truist Financial worth $234K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 46 Truist Financial shares in Q2 2026, an estimated $2.26K.
  • Truist Financial made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #486 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Truist Financial in Q4 2021 and has held it in 17 quarters since.
  • Pinnacle Wealth Management Advisory Group's Truist Financial position peaked at $430K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.