AWM
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Aegis Wealth Management’s Truist Financial TFC Stock Holding History

Aegis Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Hold
7,276
– – 0.18% 91
2025
Q1 		$299K Sell
7,276
-1
-0% -$41 0.18% 95
2024
Q4 		$316K Buy
+7,277
New +$316K 0.21% 78