Birchbrook’s Truist Financial TFC Stock Holding History

Birchbrook’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 Q1	–	Sell	-200	Closed	-$8.68K	–	301
2024 Q4	$8.68K	Buy	+200	New	+$8.93K	﹤0.01%	209

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birchbrook's TFC Position: Q1 2025 in Review

Birchbrook sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 200 shares — an estimated $8.68K sold.

Birchbrook first reported a position in TFC in Q4 2024 and held it in 1 quarter. The position peaked at $8.68K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Birchbrook reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Birchbrook sold 200 Truist Financial shares in Q1 2025, an estimated $8.68K.
Birchbrook first reported a position in Truist Financial in Q4 2024 and held it in 1 quarter.
Birchbrook's Truist Financial position peaked at $8.68K in Q4 2024.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Birchbrook's 13F filing for Q1 2025, filed 10 Jun 2025.