AAS
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Avantax Advisory Services’s Truist Financial TFC Stock Holding History

Avantax Advisory Services’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 		$7.87M Buy
182,978
+18,057
+11% +$706K 0.04% 324
2025
Q1 		$6.79M Buy
164,921
+6,511
+4% +$290K 0.04% 330
2024
Q4 		$6.87M Buy
158,410
+15,842
+11% +$707K 0.04% 310
2024
Q3 		$6.1M Buy
142,568
+3,822
+3% +$161K 0.04% 337
2024
Q2 		$5.39M Buy
138,746
+19,428
+16% +$734K 0.04% 347
2024
Q1 		$4.65M Buy
119,318
+1,860
+2% +$68K 0.04% 320
2023
Q4 		$4.34M Buy
117,458
+10,802
+10% +$339K 0.04% 305
2023
Q3 		$3.05M Buy
106,656
+21,629
+25% +$665K 0.03% 355
2023
Q2 		$2.58M Buy
85,027
+46,930
+123% +$1.46M 0.03% 384
2023
Q1 		$1.3M Buy
38,097
+3,658
+11% +$160K 0.02% 574
2022
Q4 		$1.48M Buy
34,439
+599
+2% +$26.3K 0.02% 504
2022
Q3 		$1.47M Buy
33,840
+2,597
+8% +$125K 0.02% 447
2022
Q2 		$1.48M Sell
31,243
-245
-0.8% -$12.1K 0.02% 447
2022
Q1 		$1.78M Buy
31,488
+2,800
+10% +$173K 0.02% 403
2021
Q4 		$1.68M Buy
28,688
+7,586
+36% +$463K 0.03% 398
2021
Q3 		$1.24M Sell
21,102
-5,406
-20% -$302K 0.02% 430
2021
Q2 		$1.47M Buy
26,508
+2,401
+10% +$141K 0.03% 396
2021
Q1 		$1.41M Sell
24,107
-4,137
-15% -$227K 0.03% 363
2020
Q4 		$1.35M Sell
28,244
-30,948
-52% -$1.4M 0.03% 338
2020
Q3 		$2.25M Buy
59,192
+24,430
+70% +$920K 0.04% 343
2020
Q2 		$1.31M Buy
34,762
+4,164
+14% +$150K 0.04% 297
2020
Q1 		$943K Sell
30,598
-22,374
-42% -$1.06M 0.03% 314
2019
Q4 		$2.98M Buy
52,972
+40,977
+342% +$2.22M 0.07% 160
2019
Q3 		$639K Sell
11,995
-2,506
-17% -$124K 0.03% 284
2019
Q2 		$712K Buy
14,501
+2,894
+25% +$142K 0.03% 240
2019
Q1 		$540K Sell
11,607
-757
-6% -$36.9K 0.03% 265
2018
Q4 		$538K Buy
+12,364
New +$594K 0.09% 212

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

Avantax Advisory Services's TFC Position: Q2 2025 in Review

Avantax Advisory Services increased its Truist Financial (TFC) stake by 11% in Q2 2025, buying an estimated $706K and bringing the position to 182,978 shares worth $7.87M. The position accounts for 0.04% of the portfolio, ranked #324.

Avantax Advisory Services first reported a position in TFC in Q4 2018 and has held it in 27 quarters since. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Avantax Advisory Services held 182,978 shares of Truist Financial worth $7.87M as of Q2 2025.
  • Avantax Advisory Services bought 18,057 Truist Financial shares in Q2 2025, an estimated $706K.
  • Truist Financial made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #324 holding.
  • Avantax Advisory Services first reported a position in Truist Financial in Q4 2018 and has held it in 27 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.