VisionPoint Advisory Group’s Truist Financial TFC Stock Holding History

VisionPoint Advisory 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 Q3	$223K	Sell	4,813 -67	-1%	-$3.4K	0.04%	418
2026 Q2	$243K	Buy	4,880 +260	+6%	+$12.8K	0.04%	409
2026 Q1	$212K	Buy	+4,620	New	+$228K	0.04%	418
2023 Q4	–	Sell	-17	Closed	-$486	–	878
2023 Q3	$486	Buy	+17	New	+$523	﹤0.01%	630

Other funds holding TFC

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VisionPoint Advisory Group's TFC Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Truist Financial (TFC) stake by 1.4% in Q3 2026, selling an estimated $3.4K and leaving 4,813 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #418.

VisionPoint Advisory Group first reported a position in TFC in Q3 2023 and has held it in 4 quarters since. The position peaked at $243K in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

VisionPoint Advisory Group held 4,813 shares of Truist Financial worth $223K as of Q3 2026.
VisionPoint Advisory Group sold 67 Truist Financial shares in Q3 2026, an estimated $3.4K.
Truist Financial made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #418 holding.
VisionPoint Advisory Group first reported a position in Truist Financial in Q3 2023 and has held it in 4 quarters since.
VisionPoint Advisory Group's Truist Financial position peaked at $243K in Q2 2026.
74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.