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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinney & Scofield's TFC Position: Q1 2026 in Review

Pinney & Scofield held its Truist Financial (TFC) position steady in Q1 2026 at 1,310 shares worth $60.2K. The position accounts for 0.03% of the portfolio, ranked #101.

Pinney & Scofield first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.5K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Pinney & Scofield held 1,310 shares of Truist Financial worth $60.2K as of Q1 2026.
  • Pinney & Scofield left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.03% of Pinney & Scofield's portfolio in Q1 2026, its #101 holding.
  • Pinney & Scofield first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Truist Financial position peaked at $64.5K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.