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Waypoint Wealth Counsel’s Truist Financial TFC Stock Holding History

Waypoint Wealth Counsel’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
-4,092
Closed -$201K – 286
2025
Q4 		$201K Sell
4,092
-545
-12% -$25.1K 0.07% 271
2025
Q3 		$212K Buy
+4,637
New +$209K 0.08% 242

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Waypoint Wealth Counsel's TFC Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,092 shares — an estimated $201K sold.

Waypoint Wealth Counsel first reported a position in TFC in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 4,092 Truist Financial shares in Q1 2026, an estimated $201K.
  • Waypoint Wealth Counsel first reported a position in Truist Financial in Q3 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Truist Financial position peaked at $212K in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.