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Pinney & Scofield’s Truist Financial TFC Stock Holding History

Pinney & Scofield’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 		$65.3K Hold
1,310
– – 0.03% 102
2026
Q1 		$60.2K Hold
1,310
– – 0.03% 101
2025
Q4 		$64.5K Hold
1,310
– – 0.04% 98
2025
Q3 		$59.9K Hold
1,310
– – 0.04% 94
2025
Q2 		$56.3K Hold
1,310
– – 0.04% 99
2025
Q1 		$53.9K Hold
1,310
– – 0.04% 95
2024
Q4 		$56.8K Buy
+1,310
New +$58.5K 0.04% 93

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

Pinney & Scofield's TFC Position: Q2 2026 in Review

Pinney & Scofield held its Truist Financial (TFC) position steady in Q2 2026 at 1,310 shares worth $65.3K. The position accounts for 0.03% of the portfolio, ranked #102.

Pinney & Scofield first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Pinney & Scofield held 1,310 shares of Truist Financial worth $65.3K as of Q2 2026.
  • Pinney & Scofield left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.03% of Pinney & Scofield's portfolio in Q2 2026, its #102 holding.
  • Pinney & Scofield first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.