Addison Advisors’s Truist Financial TFC Stock Holding History

Addison Advisors’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 Q4	–	Sell	-81	Closed	-$3.7K	–	939
2025 Q3	$3.7K	Sell	81 -164	-67%	-$7.39K	﹤0.01%	733
2025 Q2	$10.5K	Buy	+245	New	+$9.59K	﹤0.01%	612
2024 Q1	–	Sell	-46	Closed	-$1.7K	–	740
2023 Q4	$1.7K	Hold	46	–	–	﹤0.01%	630
2023 Q3	$1.32K	Buy	+46	New	+$1.42K	﹤0.01%	608
2023 Q1	–	Sell	-143	Closed	-$6.15K	–	776
2022 Q4	$6.15K	Sell	143 -19	-12%	-$833	﹤0.01%	482
2022 Q3	$7K	Buy	162 +4	+3%	+$192	﹤0.01%	475
2022 Q2	$7K	Buy	158 +119	+305%	+$5.87K	﹤0.01%	475
2022 Q1	$2K	Buy	39 +5	+15%	+$309	﹤0.01%	593
2021 Q4	$2K	Buy	+34	New	+$2.08K	﹤0.01%	547

Other funds holding TFC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Addison Advisors's TFC Position: Q4 2025 in Review

Addison Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 81 shares — an estimated $3.7K sold.

Addison Advisors first reported a position in TFC in Q4 2021 and held it in 9 quarters. The position peaked at $10.5K in Q2 2025. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Addison Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Addison Advisors sold 81 Truist Financial shares in Q4 2025, an estimated $3.7K.
Addison Advisors first reported a position in Truist Financial in Q4 2021 and held it in 9 quarters.
Addison Advisors's Truist Financial position peaked at $10.5K in Q2 2025.
1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Addison Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.