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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's TFC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Truist Financial (TFC) stake by 25% in Q2 2025, selling an estimated $295K and leaving 22,375 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #645.

Atria Wealth Solutions first reported a position in TFC in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.32M in Q4 2024. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Atria Wealth Solutions held 22,375 shares of Truist Financial worth $975K as of Q2 2025.
  • Atria Wealth Solutions sold 7,547 Truist Financial shares in Q2 2025, an estimated $295K.
  • Truist Financial made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #645 holding.
  • Atria Wealth Solutions first reported a position in Truist Financial in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Truist Financial position peaked at $2.32M in Q4 2024.
  • 1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.