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TFC icon

Sunpointe’s Truist Financial TFC Stock Holding History

Sunpointe’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 		$387K Sell
8,410
-6,371
-43% -$315K 0.13% 165
2025
Q4 		$727K Buy
14,781
+173
+1% +$7.97K 0.24% 88
2025
Q3 		$668K Buy
14,608
+1,871
+15% +$84.4K 0.24% 96
2025
Q2 		$548K Buy
12,737
+6,646
+109% +$260K 0.22% 101
2025
Q1 		$251K Sell
6,091
-71
-1% -$3.16K 0.13% 143
2024
Q4 		$267K Buy
6,162
+49
+0.8% +$2.19K 0.13% 139
2024
Q3 		$261K Sell
6,113
-25
-0.4% -$1.06K 0.22% 122
2024
Q2 		$238K Buy
6,138
+343
+6% +$13K 0.16% 126
2024
Q1 		$226K Sell
5,795
-961
-14% -$35.2K 0.25% 119
2023
Q4 		$249K Buy
+6,756
New +$212K 0.32% 102

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

Sunpointe's TFC Position: Q1 2026 in Review

Sunpointe reduced its Truist Financial (TFC) stake by 43% in Q1 2026, selling an estimated $315K and leaving 8,410 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #165.

Sunpointe first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $727K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Sunpointe held 8,410 shares of Truist Financial worth $387K as of Q1 2026.
  • Sunpointe sold 6,371 Truist Financial shares in Q1 2026, an estimated $315K.
  • Truist Financial made up 0.13% of Sunpointe's portfolio in Q1 2026, its #165 holding.
  • Sunpointe first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's Truist Financial position peaked at $727K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.