Skip to main content
Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

TFC holding history

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

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
5,500
Value
$274.0K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of TFC by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,500$274.0K0.1%−1,000−15.4%ReducedHolders
Q1 20266,500$298.8K0.1%−500−7.1%ReducedHolders
Q4 20257,000$344.5K0.1%00.0%UnchangedHolders
Q3 20257,000$320.0K0.1%−400−5.4%ReducedHolders
Q2 20257,400$318.1K0.1%00.0%UnchangedHolders
Q1 20257,400$304.5K0.1%00.0%UnchangedHolders
Q4 20247,400$321.0K0.1%00.0%UnchangedHolders
Q3 20247,400$316.5K0.1%−200−2.6%ReducedHolders
Q2 20247,600$295.3K0.1%−400−5.0%ReducedHolders
Q1 20248,000$311.8K0.1%−400−4.8%ReducedHolders
Q4 20238,400$310.1K0.1%−1,600−16.0%ReducedHolders
Q3 202310,000$286.1K0.1%−1,100−9.9%ReducedHolders
Q2 202311,100$336.9K0.1%−300−2.6%ReducedHolders
Q1 202311,400$388.7K0.2%−382−3.2%ReducedHolders
Q4 202211,782$507.0K0.2%00.0%UnchangedHolders
Q3 202211,782$513.0K0.3%−100−0.8%ReducedHolders
Q2 202211,882$563.0K0.3%−41−0.3%ReducedHolders
Q1 202211,923$659.0K0.4%+11,923NewHolders