SPC
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Spirepoint Private Client’s Truist Financial TFC Stock Holding History

Spirepoint Private Client’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 		$260K Sell
5,217
-1
-0% -$49 0.02% 295
2026
Q1 		$240K Hold
5,218
– – 0.02% 288
2025
Q4 		$257K Buy
5,218
+147
+3% +$6.77K 0.02% 265
2025
Q3 		$232K Hold
5,071
– – 0.02% 252
2025
Q2 		$218K Buy
5,071
+5
+0.1% +$196 0.02% 220
2025
Q1 		$208K Sell
5,066
-10
-0.2% -$446 0.03% 207
2024
Q4 		$220K Hold
5,076
– – 0.03% 201
2024
Q3 		$217K Buy
+5,076
New +$214K 0.03% 197

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

Spirepoint Private Client's TFC Position: Q2 2026 in Review

Spirepoint Private Client reduced its Truist Financial (TFC) stake by 0.02% in Q2 2026, selling an estimated $49 and leaving 5,217 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #295.

Spirepoint Private Client first reported a position in TFC in Q3 2024 and has held it in 8 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Spirepoint Private Client held 5,217 shares of Truist Financial worth $260K as of Q2 2026.
  • Spirepoint Private Client sold 1 Truist Financial share in Q2 2026, an estimated $49.
  • Truist Financial made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #295 holding.
  • Spirepoint Private Client first reported a position in Truist Financial in Q3 2024 and has held it in 8 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.