Advisory Alpha’s Truist Financial TFC Stock Holding History

Advisory Alpha’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 Q2	–	Sell	-5,782	Closed	-$238K	–	497
2025 Q1	$238K	Buy	5,782 +318	+6%	+$14.2K	0.01%	403
2024 Q4	$237K	Sell	5,464 -115	-2%	-$5.13K	0.01%	383
2024 Q3	$239K	Buy	+5,579	New	+$236K	0.01%	370
2023 Q3	–	Sell	-7,526	Closed	-$228K	–	333
2023 Q2	$228K	Sell	7,526 -144	-2%	-$4.47K	0.01%	295
2023 Q1	$262K	Sell	7,670 -80	-1%	-$3.49K	0.02%	238
2022 Q4	$333K	Sell	7,750 -1,565	-17%	-$68.7K	0.02%	201
2022 Q3	$406K	Buy	9,315 +19	+0.2%	+$914	0.03%	175
2022 Q2	$441K	Sell	9,296 -1,310	-12%	-$64.6K	0.03%	168
2022 Q1	$601K	Buy	10,606 +535	+5%	+$33K	0.04%	160
2021 Q4	$590K	Sell	10,071 -525	-5%	-$32.1K	0.03%	160
2021 Q3	$621K	Buy	+10,596	New	+$592K	0.04%	142
2020 Q4	–	Sell	-113	Closed	-$5K	–	588
2020 Q3	$5K	Buy	+113	New	+$4.26K	﹤0.01%	523
2020 Q2	–	Sell	-127	Closed	-$4.36K	–	560
2020 Q1	$4.36K	Buy	127 +14	+12%	+$662	﹤0.01%	507
2019 Q4	$6.35K	Buy	+113	New	+$6.12K	﹤0.01%	544

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha's TFC Position: Q2 2025 in Review

Advisory Alpha sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 5,782 shares — an estimated $238K sold.

Advisory Alpha first reported a position in TFC in Q4 2019 and held it in 14 quarters. The position peaked at $621K in Q3 2021. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Advisory Alpha reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
Advisory Alpha sold 5,782 Truist Financial shares in Q2 2025, an estimated $238K.
Advisory Alpha first reported a position in Truist Financial in Q4 2019 and held it in 14 quarters.
Advisory Alpha's Truist Financial position peaked at $621K in Q3 2021.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Advisory Alpha's 13F filing for Q2 2025, filed 1 Aug 2025.