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Altrius Capital Management’s Truist Financial TFC Stock Holding History

Altrius Capital 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
Q2 		– Sell
-6,127
Closed -$252K – 88
2025
Q1 		$252K Hold
6,127
– – 0.06% 82
2024
Q4 		$266K Buy
6,127
+1
+0% +$45 0.07% 80
2024
Q3 		$262K Sell
6,126
-27
-0.4% -$1.14K 0.07% 83
2024
Q2 		$239K Sell
6,153
-280
-4% -$10.6K 0.06% 87
2024
Q1 		$251K Buy
6,433
+1
+0% +$37 0.06% 87
2023
Q4 		$237K Sell
6,432
-1,999
-24% -$62.8K 0.07% 90
2023
Q3 		$241K Hold
8,431
– – 0.07% 90
2023
Q2 		$256K Buy
+8,431
New +$262K 0.08% 89
2023
Q1 		– Sell
-8,486
Closed -$365K – 93
2022
Q4 		$365K Buy
+8,486
New +$372K 0.11% 86

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

Altrius Capital Management's TFC Position: Q2 2025 in Review

Altrius Capital Management sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 6,127 shares — an estimated $252K sold.

Altrius Capital Management first reported a position in TFC in Q4 2022 and held it in 9 quarters. The position peaked at $365K in Q4 2022. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Altrius Capital Management reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Altrius Capital Management sold 6,127 Truist Financial shares in Q2 2025, an estimated $252K.
  • Altrius Capital Management first reported a position in Truist Financial in Q4 2022 and held it in 9 quarters.
  • Altrius Capital Management's Truist Financial position peaked at $365K in Q4 2022.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Altrius Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.