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Turning Point Benefit Group’s Truist Financial TFC Stock Holding History

Turning Point Benefit Group’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 		– Sell
-183
Closed -$9.01K – 716
2025
Q4 		$9.01K Buy
183
+70
+62% +$3.22K ﹤0.01% 248
2025
Q3 		$5.15K Buy
+113
New +$5.09K ﹤0.01% 236

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Turning Point Benefit Group's TFC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 183 shares — an estimated $9.01K sold.

Turning Point Benefit Group first reported a position in TFC in Q3 2025 and held it in 2 quarters. The position peaked at $9.01K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 183 Truist Financial shares in Q1 2026, an estimated $9.01K.
  • Turning Point Benefit Group first reported a position in Truist Financial in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Truist Financial position peaked at $9.01K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.