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Apexium Financial’s Truist Financial TFC Stock Holding History

Apexium Financial’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
Q3 		$279K Buy
6,106
+88
+1% +$3.97K 0.01% 249
2025
Q2 		$259K Buy
6,018
+587
+11% +$23K 0.01% 242
2025
Q1 		$223K Buy
5,431
+29
+0.5% +$1.29K 0.01% 253
2024
Q4 		$234K Buy
5,402
+460
+9% +$20.5K 0.01% 235
2024
Q3 		$211K Sell
4,942
-268
-5% -$11.3K 0.01% 224
2024
Q2 		$202K Buy
+5,210
New +$197K 0.01% 217

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apexium Financial's TFC Position: Q3 2025 in Review

Apexium Financial increased its Truist Financial (TFC) stake by 1.5% in Q3 2025, buying an estimated $3.97K and bringing the position to 6,106 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #249.

Apexium Financial first reported a position in TFC in Q2 2024 and has held it in 6 quarters since. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Apexium Financial held 6,106 shares of Truist Financial worth $279K as of Q3 2025.
  • Apexium Financial bought 88 Truist Financial shares in Q3 2025, an estimated $3.97K.
  • Truist Financial made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #249 holding.
  • Apexium Financial first reported a position in Truist Financial in Q2 2024 and has held it in 6 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.