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Ascent Wealth Partners’s Truist Financial TFC Stock Holding History

Ascent Wealth Partners’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
Q1 		– Sell
-7,119
Closed -$309K – 169
2024
Q4 		$309K Sell
7,119
-319
-4% -$14.2K 0.04% 143
2024
Q3 		$318K Buy
+7,438
New +$314K 0.04% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ascent Wealth Partners's TFC Position: Q1 2025 in Review

Ascent Wealth Partners sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 7,119 shares — an estimated $309K sold.

Ascent Wealth Partners first reported a position in TFC in Q3 2024 and held it in 2 quarters. The position peaked at $318K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Ascent Wealth Partners reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Ascent Wealth Partners sold 7,119 Truist Financial shares in Q1 2025, an estimated $309K.
  • Ascent Wealth Partners first reported a position in Truist Financial in Q3 2024 and held it in 2 quarters.
  • Ascent Wealth Partners's Truist Financial position peaked at $318K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Ascent Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.