Trivium Point Advisory’s Truist Financial TFC Stock Holding History

Trivium Point Advisory’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	$443K	Sell	9,631 -782	-8%	-$38.6K	0.08%	199
2025 Q4	$512K	Buy	10,413 +923	+10%	+$42.5K	0.05%	238
2025 Q3	$434K	Buy	9,490 +1,872	+25%	+$84.4K	0.04%	254
2025 Q2	$327K	Sell	7,618 -1,819	-19%	-$71.2K	0.04%	282
2025 Q1	$388K	Sell	9,437 -193	-2%	-$8.6K	0.05%	257
2024 Q4	$418K	Buy	9,630 +2,838	+42%	+$127K	0.05%	246
2024 Q3	$316K	Buy	+6,792	New	+$287K	0.04%	276
2020 Q1	–	Sell	-30,430	Closed	-$1.71M	–	177
2019 Q4	$1.71M	Buy	30,430 +687	+2%	+$37.2K	0.67%	58
2019 Q3	$1.52M	Sell	29,743 -950	-3%	-$47.1K	0.7%	65
2019 Q2	$1.51M	Buy	30,693 +600	+2%	+$29.4K	0.67%	68
2019 Q1	$1.4M	Buy	30,093 +3,588	+14%	+$175K	0.65%	69
2018 Q4	$1.15M	Buy	+26,505	New	+$1.27M	0.7%	70

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Trivium Point Advisory's TFC Position: Q1 2026 in Review

Trivium Point Advisory reduced its Truist Financial (TFC) stake by 7.5% in Q1 2026, selling an estimated $38.6K and leaving 9,631 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #199.

Trivium Point Advisory first reported a position in TFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.71M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Trivium Point Advisory held 9,631 shares of Truist Financial worth $443K as of Q1 2026.
Trivium Point Advisory sold 782 Truist Financial shares in Q1 2026, an estimated $38.6K.
Truist Financial made up 0.08% of Trivium Point Advisory's portfolio in Q1 2026, its #199 holding.
Trivium Point Advisory first reported a position in Truist Financial in Q4 2018 and has held it in 12 quarters since.
Trivium Point Advisory's Truist Financial position peaked at $1.71M in Q4 2019.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.