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Bernard Wealth Management’s Truist Financial TFC Stock Holding History

Bernard Wealth Management’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
-102
Closed -$4.2K – 387
2025
Q1 		$4.2K Buy
+102
New +$4.54K ﹤0.01% 266

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

Bernard Wealth Management's TFC Position: Q2 2025 in Review

Bernard Wealth Management sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 102 shares — an estimated $4.2K sold.

Bernard Wealth Management first reported a position in TFC in Q1 2025 and held it in 1 quarter. The position peaked at $4.2K in Q1 2025. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Bernard Wealth Management reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 102 Truist Financial shares in Q2 2025, an estimated $4.2K.
  • Bernard Wealth Management first reported a position in Truist Financial in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Truist Financial position peaked at $4.2K in Q1 2025.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.