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Abich Financial Wealth Management’s Truist Financial TFC Stock Holding History

Abich Financial Wealth Management’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 		$370 Buy
+8
New +$361 ﹤0.01% 632
2024
Q3 		$3.27K Sell
77
-4,466
-98% -$189K 0.01% 293
2024
Q2 		$177K Buy
4,543
+843
+23% +$31.8K 0.12% 52
2024
Q1 		$144K Buy
3,700
+1,189
+47% +$43.5K 0.11% 50
2023
Q4 		$92.7K Buy
+2,511
New +$78.8K 0.09% 48

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's TFC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Truist Financial (TFC) in Q3 2025: 8 shares worth $370. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in TFC as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in TFC in Q4 2023 and has held it in 5 quarters since. The position peaked at $177K in Q2 2024. 1,562 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Abich Financial Wealth Management held 8 shares of Truist Financial worth $370 as of Q3 2025.
  • Truist Financial was a new Abich Financial Wealth Management position in Q3 2025.
  • Truist Financial made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #632 holding.
  • Abich Financial Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's Truist Financial position peaked at $177K in Q2 2024.
  • 1,562 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

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