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Bristlecone Advisors’s Truist Financial TFC Stock Holding History

Bristlecone 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
Q2 		– Sell
-6,067
Closed -$250K – 362
2025
Q1 		$250K Sell
6,067
-271
-4% -$12.1K 0.02% 255
2024
Q4 		$275K Sell
6,338
-2,101
-25% -$93.8K 0.02% 247
2024
Q3 		$361K Sell
8,439
-244
-3% -$10.3K 0.03% 212
2024
Q2 		$337K Sell
8,683
-921
-10% -$34.8K 0.03% 215
2024
Q1 		$374K Sell
9,604
-159
-2% -$5.82K 0.03% 208
2023
Q4 		$360K Buy
9,763
+466
+5% +$14.6K 0.04% 204
2023
Q3 		$266K Hold
9,297
– – 0.03% 220
2023
Q2 		$282K Buy
9,297
+2,695
+41% +$83.7K 0.03% 223
2023
Q1 		$225K Sell
6,602
-647
-9% -$28.2K 0.02% 249
2022
Q4 		$312K Buy
7,249
+1,024
+16% +$44.9K 0.04% 207
2022
Q3 		$271K Buy
6,225
+291
+5% +$14K 0.04% 207
2022
Q2 		$281K Buy
5,934
+130
+2% +$6.41K 0.03% 205
2022
Q1 		$329K Buy
5,804
+253
+5% +$15.6K 0.04% 189
2021
Q4 		$325K Buy
5,551
+1,084
+24% +$66.2K 0.04% 185
2021
Q3 		$262K Buy
4,467
+1
+0% +$56 0.03% 190
2021
Q2 		$248K Buy
4,466
+75
+2% +$4.41K 0.03% 192
2021
Q1 		$256K Hold
4,391
– – 0.04% 189
2020
Q4 		$210K Buy
+4,391
New +$199K 0.03% 191

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

Bristlecone Advisors's TFC Position: Q2 2025 in Review

Bristlecone Advisors sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 6,067 shares — an estimated $250K sold.

Bristlecone Advisors first reported a position in TFC in Q4 2020 and held it in 18 quarters. The position peaked at $374K in Q1 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Bristlecone Advisors reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 6,067 Truist Financial shares in Q2 2025, an estimated $250K.
  • Bristlecone Advisors first reported a position in Truist Financial in Q4 2020 and held it in 18 quarters.
  • Bristlecone Advisors's Truist Financial position peaked at $374K in Q1 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.