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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
Q2 		$215K Sell
4,313
-4,097
-49% -$202K 0.06% 264
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 $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

Sunpointe's TFC Position: Q2 2026 in Review

Sunpointe reduced its Truist Financial (TFC) stake by 49% in Q2 2026, selling an estimated $202K and leaving 4,313 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #264.

Sunpointe first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $727K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sunpointe held 4,313 shares of Truist Financial worth $215K as of Q2 2026.
  • Sunpointe sold 4,097 Truist Financial shares in Q2 2026, an estimated $202K.
  • Truist Financial made up 0.06% of Sunpointe's portfolio in Q2 2026, its #264 holding.
  • Sunpointe first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Truist Financial position peaked at $727K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.