VisionPoint Advisory Group, LLC

SEC CIK: 0001750924
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by VisionPoint Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 4,880
Value: $243.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2023

Holdings of TFC by VisionPoint Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,880	$243.1K	<0.1%	+260+5.6%	Added	Holders
Q1 2026	4,620	$212.4K	<0.1%	+4,620	New	Holders
Q4 2023	0	$0	0.0%	−17−100.0%	Sold out	Holders
Q3 2023	17	$486	<0.1%	+17	New	Holders