1776 Wealth’s Truist Financial TFC Stock Holding History

1776 Wealth’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
2025 Q3	–	Sell	-5,100	Closed	-$219K	–	153
2025 Q2	$219K	Hold	5,100	–	–	0.09%	134
2025 Q1	$210K	Sell	5,100 -1,500	-23%	-$66.8K	0.1%	132
2024 Q4	$286K	Sell	6,600 -3,900	-37%	-$174K	0.13%	118
2024 Q3	$449K	Hold	10,500	–	–	0.2%	97
2024 Q2	$408K	Sell	10,500 -650	-6%	-$24.6K	0.18%	104
2024 Q1	$435K	Sell	11,150 -339	-3%	-$12.4K	0.21%	93
2023 Q4	$424K	Sell	11,489 -1,500	-12%	-$47.1K	0.21%	87
2023 Q3	$372K	Sell	12,989 -2,400	-16%	-$73.8K	0.2%	90
2023 Q2	$467K	Buy	15,389 +600	+4%	+$18.6K	0.25%	76
2023 Q1	$504K	Buy	14,789 +739	+5%	+$32.3K	0.3%	61
2022 Q4	$605K	Buy	14,050 +4,700	+50%	+$206K	0.43%	45
2022 Q3	$407K	Buy	9,350 +1,600	+21%	+$77K	0.31%	67
2022 Q2	$368K	Buy	+7,750	New	+$382K	0.26%	73
2020 Q2	–	Sell	-250	Closed	-$14K	–	370
2020 Q1	$14K	Hold	250	–	–	0.01%	302
2019 Q4	$14K	Buy	+250	New	+$13.5K	0.01%	260

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1776 Wealth's TFC Position: Q3 2025 in Review

1776 Wealth sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 5,100 shares — an estimated $219K sold.

1776 Wealth first reported a position in TFC in Q4 2019 and held it in 15 quarters. The position peaked at $605K in Q4 2022. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

1776 Wealth reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
1776 Wealth sold 5,100 Truist Financial shares in Q3 2025, an estimated $219K.
1776 Wealth first reported a position in Truist Financial in Q4 2019 and held it in 15 quarters.
1776 Wealth's Truist Financial position peaked at $605K in Q4 2022.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on 1776 Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.