PWPS
TFC icon

Pinnacle Wealth Planning Services’s Truist Financial TFC Stock Holding History

Pinnacle Wealth Planning Services’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 		$429K Sell
8,613
-849
-9% -$41.8K 0.04% 260
2026
Q1 		$435K Buy
9,462
+545
+6% +$26.9K 0.04% 242
2025
Q4 		$439K Sell
8,917
-77
-0.9% -$3.55K 0.05% 231
2025
Q3 		$411K Buy
+8,994
New +$405K 0.05% 253
2024
Q4 		– Sell
-5,928
Closed -$254K – 550
2024
Q3 		$254K Sell
5,928
-119
-2% -$5.03K 0.03% 357
2024
Q2 		$235K Sell
6,047
-51
-0.8% -$1.93K 0.03% 364
2024
Q1 		$238K Buy
6,098
+5
+0.1% +$183 0.03% 371
2023
Q4 		$225K Buy
+6,093
New +$191K 0.04% 357
2023
Q2 		– Sell
-9,159
Closed -$312K – 511
2023
Q1 		$312K Buy
9,159
+609
+7% +$26.6K 0.05% 260
2022
Q4 		$368K Buy
8,550
+3,392
+66% +$149K 0.07% 218
2022
Q3 		$225K Sell
5,158
-2,727
-35% -$131K 0.04% 301
2022
Q2 		$374K Sell
7,885
-2,053
-21% -$101K 0.07% 198
2022
Q1 		$563K Buy
9,938
+1,964
+25% +$121K 0.1% 156
2021
Q4 		$467K Buy
7,974
+449
+6% +$27.4K 0.09% 161
2021
Q3 		$441K Buy
7,525
+422
+6% +$23.6K 0.1% 162
2021
Q2 		$394K Sell
7,103
-2
-0% -$117 0.09% 184
2021
Q1 		$414K Buy
7,105
+3,648
+106% +$200K 0.11% 160
2020
Q4 		$166K Buy
+3,457
New +$157K 0.04% 320

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's TFC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Truist Financial (TFC) stake by 9% in Q2 2026, selling an estimated $41.8K and leaving 8,613 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #260.

Pinnacle Wealth Planning Services first reported a position in TFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $563K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,613 shares of Truist Financial worth $429K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 849 Truist Financial shares in Q2 2026, an estimated $41.8K.
  • Truist Financial made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #260 holding.
  • Pinnacle Wealth Planning Services first reported a position in Truist Financial in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Truist Financial position peaked at $563K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.