TPI
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Trust Point Inc’s Truist Financial TFC Stock Holding History

Trust Point Inc’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 		$486K Buy
9,751
+354
+4% +$17.4K 0.04% 230
2026
Q1 		$432K Buy
9,397
+4,637
+97% +$229K 0.04% 290
2025
Q4 		$234K Buy
4,760
+345
+8% +$15.9K 0.02% 431
2025
Q3 		$202K Buy
+4,415
New +$199K 0.02% 467
2025
Q1 		– Sell
-5,627
Closed -$244K – 554
2024
Q4 		$244K Buy
5,627
+47
+0.8% +$2.1K 0.02% 489
2024
Q3 		$239K Sell
5,580
-863
-13% -$36.4K 0.02% 450
2024
Q2 		$250K Sell
6,443
-508
-7% -$19.2K 0.02% 423
2024
Q1 		$271K Buy
6,951
+96
+1% +$3.51K 0.02% 431
2023
Q4 		$253K Buy
+6,855
New +$215K 0.02% 425

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Trust Point Inc's TFC Position: Q2 2026 in Review

Trust Point Inc increased its Truist Financial (TFC) stake by 3.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 9,751 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #230.

Trust Point Inc first reported a position in TFC in Q4 2023 and has held it in 9 quarters since. 436 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Trust Point Inc held 9,751 shares of Truist Financial worth $486K as of Q2 2026.
  • Trust Point Inc bought 354 Truist Financial shares in Q2 2026, an estimated $17.4K.
  • Truist Financial made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #230 holding.
  • Trust Point Inc first reported a position in Truist Financial in Q4 2023 and has held it in 9 quarters since.
  • 436 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.