CWC
TFC icon

Carolinas Wealth Consulting’s Truist Financial TFC Stock Holding History

Carolinas Wealth Consulting’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
-8,104
Closed -$333K – 843
2025
Q1 		$333K Sell
8,104
-961
-11% -$42.8K 0.07% 130
2024
Q4 		$393K Sell
9,065
-1,626
-15% -$72.6K 0.08% 123
2024
Q3 		$457K Buy
10,691
+5,042
+89% +$213K 0.08% 120
2024
Q2 		$219K Sell
5,649
-13
-0.2% -$491 0.04% 169
2024
Q1 		$221K Buy
5,662
+438
+8% +$16K 0.04% 162
2023
Q4 		$193K Sell
5,224
-472
-8% -$14.8K 0.04% 166
2023
Q3 		$162K Sell
5,696
-4,995
-47% -$154K 0.04% 165
2023
Q2 		$324K Sell
10,691
-553
-5% -$17.2K 0.06% 133
2023
Q1 		$383K Buy
11,244
+1,102
+11% +$48.1K 0.08% 120
2022
Q4 		$436K Buy
10,142
+772
+8% +$33.9K 0.1% 109
2022
Q3 		$408K Sell
9,370
-1,639
-15% -$78.9K 0.1% 102
2022
Q2 		$522K Buy
11,009
+74
+0.7% +$3.65K 0.13% 85
2022
Q1 		$620K Sell
10,935
-14
-0.1% -$865 0.14% 80
2021
Q4 		$641K Buy
10,949
+1,241
+13% +$75.8K 0.14% 80
2021
Q3 		$569K Sell
9,708
-3,787
-28% -$212K 0.13% 76
2021
Q2 		$749K Buy
13,495
+1,679
+14% +$98.6K 0.16% 63
2021
Q1 		$689K Sell
11,816
-400
-3% -$21.9K 0.17% 66
2020
Q4 		$586K Buy
12,216
+4,323
+55% +$196K 0.16% 68
2020
Q3 		$300K Sell
7,893
-1,702
-18% -$64.1K 0.1% 89
2020
Q2 		$360K Sell
9,595
-904
-9% -$32.6K 0.14% 69
2020
Q1 		$324K Buy
10,499
+1,230
+13% +$58.2K 0.18% 67
2019
Q4 		$516K Buy
+9,269
New +$502K 0.54% 35

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

Carolinas Wealth Consulting's TFC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 8,104 shares — an estimated $333K sold.

Carolinas Wealth Consulting first reported a position in TFC in Q4 2019 and held it in 22 quarters. The position peaked at $749K in Q2 2021. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8,104 Truist Financial shares in Q2 2025, an estimated $333K.
  • Carolinas Wealth Consulting first reported a position in Truist Financial in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Truist Financial position peaked at $749K in Q2 2021.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.