Atria Wealth Solutions’s Truist Financial TFC Stock Holding History

Atria Wealth Solutions’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	$975K	Sell	22,375 -7,547	-25%	-$295K	0.02%	645
2025 Q1	$1.23M	Sell	29,922 -23,528	-44%	-$1.05M	0.01%	803
2024 Q4	$2.32M	Buy	53,450 +23,194	+77%	+$1.04M	0.03%	593
2024 Q3	$1.29M	Sell	30,256 -8,138	-21%	-$344K	0.01%	821
2024 Q2	$1.49M	Sell	38,394 -1,730	-4%	-$65.3K	0.02%	736
2024 Q1	$1.56M	Sell	40,124 -741	-2%	-$27.1K	0.02%	717
2023 Q4	$1.51M	Sell	40,865 -1,822	-4%	-$57.2K	0.02%	701
2023 Q3	$1.22M	Buy	42,687 +1,742	+4%	+$53.6K	0.02%	726
2023 Q2	$1.24M	Buy	40,945 +5,872	+17%	+$182K	0.02%	755
2023 Q1	$1.2M	Buy	35,073 +6,525	+23%	+$285K	0.02%	728
2022 Q4	$1.23M	Buy	28,548 +2,872	+11%	+$126K	0.02%	669
2022 Q3	$1.12M	Buy	25,676 +142	+0.6%	+$6.83K	0.02%	681
2022 Q2	$1.21M	Buy	25,534 +3,611	+16%	+$178K	0.02%	622
2022 Q1	$1.24M	Buy	+21,923	New	+$1.35M	0.02%	641

Other funds holding TFC

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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