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BOK Financial Private Wealth’s Truist Financial TFC Stock Holding History

BOK Financial Private Wealth’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
-81
Closed -$3.48K – 426
2025
Q2 		$3.48K Sell
81
-827
-91% -$32.4K ﹤0.01% 399
2025
Q1 		$37.4K Buy
908
+658
+263% +$29.3K ﹤0.01% 283
2024
Q4 		$10.8K Buy
250
+157
+169% +$7.01K ﹤0.01% 363
2024
Q3 		$3.98K Sell
93
-644
-87% -$27.2K ﹤0.01% 449
2024
Q2 		$28.6K Buy
+737
New +$27.8K ﹤0.01% 314
2023
Q1 		– Sell
-370
Closed -$15.9K – 479
2022
Q4 		$15.9K Hold
370
– – ﹤0.01% 305
2022
Q3 		$16K Sell
370
-505
-58% -$24.3K ﹤0.01% 313
2022
Q2 		$42K Sell
875
-5,542
-86% -$273K ﹤0.01% 257
2022
Q1 		$364K Buy
6,417
+1,480
+30% +$91.4K 0.03% 207
2021
Q4 		$289K Buy
4,937
+255
+5% +$15.6K 0.02% 233
2021
Q3 		$275K Buy
4,682
+371
+9% +$20.7K 0.02% 205
2021
Q2 		$239K Buy
4,311
+855
+25% +$50.2K 0.02% 200
2021
Q1 		$202K Buy
+3,456
New +$189K 0.02% 189

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

BOK Financial Private Wealth's TFC Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 81 shares — an estimated $3.48K sold.

BOK Financial Private Wealth first reported a position in TFC in Q1 2021 and held it in 13 quarters. The position peaked at $364K in Q1 2022. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 81 Truist Financial shares in Q3 2025, an estimated $3.48K.
  • BOK Financial Private Wealth first reported a position in Truist Financial in Q1 2021 and held it in 13 quarters.
  • BOK Financial Private Wealth's Truist Financial position peaked at $364K in Q1 2022.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.