Beacon Capital Management LLC (Tennessee)’s Truist Financial TFC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-942	Closed	-$40.5K	–	908
2025 Q2	$40.5K	Sell	942 -223	-19%	-$8.72K	0.01%	379
2025 Q1	$47.9K	Buy	1,165 +44	+4%	+$1.96K	0.01%	322
2024 Q4	$48.6K	Buy	1,121 +9	+0.8%	+$402	0.01%	306
2024 Q3	$47.6K	Buy	1,112 +53	+5%	+$2.24K	0.01%	334
2024 Q2	$41.1K	Buy	1,059 +44	+4%	+$1.66K	0.01%	319
2024 Q1	$39.6K	Buy	1,015 +370	+57%	+$13.5K	0.01%	336
2023 Q4	$18.5K	Hold	645	–	–	0.01%	398
2023 Q3	$19.6K	Hold	645	–	–	0.01%	408
2023 Q2	$19.6K	Buy	645 +190	+42%	+$5.9K	0.01%	408
2023 Q1	$15.5K	Sell	455 -16	-3%	-$698	﹤0.01%	408
2022 Q4	$20.3K	Buy	471 +16	+4%	+$702	0.01%	372
2022 Q3	$22K	Hold	455	–	–	0.01%	329
2022 Q2	$26K	Hold	455	–	–	0.01%	342
2022 Q1	$26K	Buy	+455	New	+$28.1K	0.01%	342

Other funds holding TFC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s TFC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 942 shares — an estimated $40.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in TFC in Q1 2022 and held it in 14 quarters. The position peaked at $48.6K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 942 Truist Financial shares in Q3 2025, an estimated $40.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in Truist Financial in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Truist Financial position peaked at $48.6K in Q4 2024.
1,562 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.