Avantra Family Wealth’s Truist Financial TFC Stock Holding History

Avantra Family Wealth’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	–	Sell	-4,985	Closed	-$205K	–	161
2025 Q1	$205K	Sell	4,985 -1,050	-17%	-$46.8K	0.2%	144
2024 Q4	$262K	Buy	+6,035	New	+$269K	0.24%	127

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantra Family Wealth's TFC Position: Q2 2025 in Review

Avantra Family Wealth sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 4,985 shares — an estimated $205K sold.

Avantra Family Wealth first reported a position in TFC in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Avantra Family Wealth reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
Avantra Family Wealth sold 4,985 Truist Financial shares in Q2 2025, an estimated $205K.
Avantra Family Wealth first reported a position in Truist Financial in Q4 2024 and held it in 2 quarters.
Avantra Family Wealth's Truist Financial position peaked at $262K in Q4 2024.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Avantra Family Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.