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Albion Financial Group’s Truist Financial TFC Stock Holding History

Albion Financial Group’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
-281
Closed -$11.6K – 615
2025
Q1 		$11.6K Hold
281
– – ﹤0.01% 359
2024
Q4 		$12.2K Buy
+281
New +$12.5K ﹤0.01% 381
2022
Q2 		– Sell
-157
Closed -$9K – 620
2022
Q1 		$9K Buy
+157
New +$9.7K ﹤0.01% 374

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

Albion Financial Group's TFC Position: Q2 2025 in Review

Albion Financial Group sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 281 shares — an estimated $11.6K sold.

Albion Financial Group first reported a position in TFC in Q1 2022 and held it in 3 quarters. The position peaked at $12.2K in Q4 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Albion Financial Group reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Albion Financial Group sold 281 Truist Financial shares in Q2 2025, an estimated $11.6K.
  • Albion Financial Group first reported a position in Truist Financial in Q1 2022 and held it in 3 quarters.
  • Albion Financial Group's Truist Financial position peaked at $12.2K in Q4 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.