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CarsonAllaria Wealth Management’s Truist Financial TFC Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-3,696
Closed -$159K – 306
2025
Q2 		$159K Sell
3,696
-47
-1% -$1.84K 0.09% 78
2025
Q1 		$154K Buy
3,743
+106
+3% +$4.72K 0.09% 82
2024
Q4 		$158K Sell
3,637
-457
-11% -$20.4K 0.09% 76
2024
Q3 		$175K Sell
4,094
-113
-3% -$4.77K 0.1% 72
2024
Q2 		$163K Sell
4,207
-307
-7% -$11.6K 0.1% 73
2024
Q1 		$176K Sell
4,514
-571
-11% -$20.9K 0.11% 72
2023
Q4 		$188K Buy
5,085
+362
+8% +$11.4K 0.13% 67
2023
Q3 		$135K Buy
4,723
+1,594
+51% +$49K 0.11% 76
2023
Q2 		$95K Buy
3,129
+29
+0.9% +$901 0.07% 87
2023
Q1 		$106K Buy
3,100
+8
+0.3% +$349 0.09% 83
2022
Q4 		$133K Buy
3,092
+19
+0.6% +$833 0.12% 76
2022
Q3 		$134K Buy
3,073
+23
+0.8% +$1.11K 0.12% 78
2022
Q2 		$145K Buy
3,050
+24
+0.8% +$1.18K 0.14% 79
2022
Q1 		$172K Buy
3,026
+21
+0.7% +$1.3K 0.15% 72
2021
Q4 		$176K Buy
+3,005
New +$184K 0.16% 72

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

CarsonAllaria Wealth Management's TFC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 3,696 shares — an estimated $159K sold.

CarsonAllaria Wealth Management first reported a position in TFC in Q4 2021 and held it in 15 quarters. The position peaked at $188K in Q4 2023. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3,696 Truist Financial shares in Q3 2025, an estimated $159K.
  • CarsonAllaria Wealth Management first reported a position in Truist Financial in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Truist Financial position peaked at $188K in Q4 2023.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.