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Bay Colony Advisors’s Truist Financial TFC Stock Holding History

Bay Colony Advisors’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
Q4 		– Sell
-4,558
Closed -$208K – 545
2025
Q3 		$208K Buy
+4,558
New +$205K 0.02% 475
2022
Q2 		– Sell
-4,548
Closed -$258K – 388
2022
Q1 		$258K Buy
4,548
+1,104
+32% +$68.2K 0.06% 292
2021
Q4 		$202K Buy
+3,444
New +$210K 0.06% 347
2020
Q3 		– Sell
-9,079
Closed -$341K – 267
2020
Q2 		$341K Buy
9,079
+673
+8% +$24.2K 0.25% 118
2020
Q1 		$259K Buy
8,406
+3,351
+66% +$158K 0.23% 129
2019
Q4 		$285K Buy
5,055
+32
+0.6% +$1.73K 0.19% 182
2019
Q3 		$268K Buy
+5,023
New +$249K 0.18% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bay Colony Advisors's TFC Position: Q4 2025 in Review

Bay Colony Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 4,558 shares — an estimated $208K sold.

Bay Colony Advisors first reported a position in TFC in Q3 2019 and held it in 7 quarters. The position peaked at $341K in Q2 2020. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Bay Colony Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 4,558 Truist Financial shares in Q4 2025, an estimated $208K.
  • Bay Colony Advisors first reported a position in Truist Financial in Q3 2019 and held it in 7 quarters.
  • Bay Colony Advisors's Truist Financial position peaked at $341K in Q2 2020.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Bay Colony Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.