A detailed history of Pensionmark Financial Group, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 27,542 shares of TFC stock, worth $1.24 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,542
Previous 23,937 15.06%
Holding current value
$1.24 Million
Previous $1.03 Million 22.35%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$42.83 - $47.07 $154,402 - $169,687
3,605 Added 15.06%
27,542 $1.26 Million
Q2 2025

Aug 04, 2025

BUY
$34.79 - $42.99 $12,211 - $15,089
351 Added 1.49%
23,937 $1.03 Million
Q1 2025

Apr 29, 2025

SELL
$39.48 - $48.15 $43,625 - $53,205
-1,105 Reduced 4.48%
23,586 $970,000
Q4 2024

Feb 12, 2025

BUY
$41.51 - $48.1 $423,609 - $490,860
10,205 Added 70.45%
24,691 $1.07 Million
Q3 2024

Nov 25, 2024

SELL
$38.22 - $44.94 $124,520 - $146,414
-3,258 Reduced 18.36%
14,486 $619,000
Q3 2024

Nov 14, 2024

BUY
$38.22 - $44.94 $214,528 - $252,248
5,613 Added 46.27%
17,744 $758,000
Q2 2024

Aug 14, 2024

BUY
$35.41 - $40.18 $429,558 - $487,423
12,131 New
12,131 $471,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $59.5B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
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