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Avestar Capital’s Truist Financial TFC Stock Holding History

Avestar Capital’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
Q3 		– Sell
-4,855
Closed -$209K – 527
2025
Q2 		$209K Sell
4,855
-334
-6% -$13.1K 0.01% 457
2025
Q1 		$214K Sell
5,189
-1,110
-18% -$49.5K 0.02% 442
2024
Q4 		$273K Buy
6,299
+250
+4% +$11.2K 0.02% 402
2024
Q3 		$259K Buy
6,049
+582
+11% +$24.6K 0.03% 390
2024
Q2 		$212K Buy
+5,467
New +$207K 0.02% 411
2019
Q3 		– Sell
-1,080
Closed -$50K – 759
2019
Q2 		$50K Buy
1,080
+14
+1% +$686 0.03% 290
2019
Q1 		$47K Hold
1,066
– – 0.03% 293
2018
Q4 		$43K Sell
1,066
-22
-2% -$1.06K 0.03% 275
2018
Q3 		$49K Sell
1,088
-140
-11% -$7.18K 0.03% 276
2018
Q2 		$59K Buy
1,228
+3
+0.2% +$159 0.04% 263
2018
Q1 		$60K Sell
1,225
-171
-12% -$9.21K 0.04% 227
2017
Q4 		$66K Buy
+1,396
New +$67.4K 0.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avestar Capital's TFC Position: Q3 2025 in Review

Avestar Capital sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 4,855 shares — an estimated $209K sold.

Avestar Capital first reported a position in TFC in Q4 2017 and held it in 12 quarters. The position peaked at $273K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Avestar Capital reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Avestar Capital sold 4,855 Truist Financial shares in Q3 2025, an estimated $209K.
  • Avestar Capital first reported a position in Truist Financial in Q4 2017 and held it in 12 quarters.
  • Avestar Capital's Truist Financial position peaked at $273K in Q4 2024.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.