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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
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
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

VisionPoint Advisory Group's TFC Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Truist Financial (TFC) stake by 5.6% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,880 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #409.

VisionPoint Advisory Group first reported a position in TFC in Q3 2023 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • VisionPoint Advisory Group held 4,880 shares of Truist Financial worth $243K as of Q2 2026.
  • VisionPoint Advisory Group bought 260 Truist Financial shares in Q2 2026, an estimated $12.8K.
  • Truist Financial made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #409 holding.
  • VisionPoint Advisory Group first reported a position in Truist Financial in Q3 2023 and has held it in 3 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.