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TritonPoint Wealth’s Truist Financial TFC Stock Holding History

TritonPoint Wealth’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
2025
Q4 		– Sell
-4,696
Closed -$215K – 346
2025
Q3 		$215K Buy
+4,696
New +$212K 0.02% 333
2025
Q2 		– Sell
-5,684
Closed -$234K – 355
2025
Q1 		$234K Buy
5,684
+251
+5% +$11.2K 0.02% 318
2024
Q4 		$236K Sell
5,433
-2,171
-29% -$96.9K 0.02% 307
2024
Q3 		$323K Buy
7,604
+42
+0.6% +$1.77K 0.03% 255
2024
Q2 		$294K Sell
7,562
-417
-5% -$15.8K 0.03% 257
2024
Q1 		$344K Sell
7,979
-1,488
-16% -$54.4K 0.04% 246
2023
Q4 		$350K Buy
+9,467
New +$297K 0.03% 251

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TritonPoint Wealth's TFC Position: Q4 2025 in Review

TritonPoint Wealth sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 4,696 shares — an estimated $215K sold.

TritonPoint Wealth first reported a position in TFC in Q4 2023 and held it in 7 quarters. The position peaked at $350K in Q4 2023. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • TritonPoint Wealth reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 4,696 Truist Financial shares in Q4 2025, an estimated $215K.
  • TritonPoint Wealth first reported a position in Truist Financial in Q4 2023 and held it in 7 quarters.
  • TritonPoint Wealth's Truist Financial position peaked at $350K in Q4 2023.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.