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Capital A Wealth Management’s Truist Financial TFC Stock Holding History

Capital A 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 		$27.1K Buy
735
+678
+1,189% +$26.5K 0.3% 110
2025
Q1 		$2.35K Buy
57
+22
+63% +$980 ﹤0.01% 458
2024
Q4 		$1.52K Buy
+35
New +$1.56K ﹤0.01% 504

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

Capital A Wealth Management's TFC Position: Q2 2025 in Review

Capital A Wealth Management increased its Truist Financial (TFC) stake by 1,189% in Q2 2025, buying an estimated $26.5K and bringing the position to 735 shares worth $27.1K. The position accounts for 0.3% of the portfolio, ranked #110.

Capital A Wealth Management first reported a position in TFC in Q4 2024 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Capital A Wealth Management held 735 shares of Truist Financial worth $27.1K as of Q2 2025.
  • Capital A Wealth Management bought 678 Truist Financial shares in Q2 2025, an estimated $26.5K.
  • Truist Financial made up 0.3% of Capital A Wealth Management's portfolio in Q2 2025, its #110 holding.
  • Capital A Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 3 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.