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Activest Wealth Management’s Truist Financial TFC Stock Holding History

Activest 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 		– Sell
-162
Closed -$6.96K – 1192
2025
Q2 		$6.96K Buy
+162
New +$6.34K ﹤0.01% 500
2023
Q1 		– Sell
-200
Closed -$12.9K – 535
2022
Q4 		$12.9K Hold
200
– – ﹤0.01% 294
2022
Q3 		$13K Buy
+200
New +$9.62K ﹤0.01% 290

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

Activest Wealth Management's TFC Position: Q3 2025 in Review

Activest Wealth Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 162 shares — an estimated $6.96K sold.

Activest Wealth Management first reported a position in TFC in Q3 2022 and held it in 3 quarters. The position peaked at $13K in Q3 2022. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Activest Wealth Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Activest Wealth Management sold 162 Truist Financial shares in Q3 2025, an estimated $6.96K.
  • Activest Wealth Management first reported a position in Truist Financial in Q3 2022 and held it in 3 quarters.
  • Activest Wealth Management's Truist Financial position peaked at $13K in Q3 2022.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Activest Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.