Cassady Schiller Wealth Management’s Truist Financial TFC Stock Holding History

Cassady Schiller 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
2024 Q4	$270K	Buy	6,222 +50	+0.8%	+$2.23K	0.1%	100
2024 Q3	$264K	Hold	6,172	–	–	0.1%	102
2024 Q2	$240K	Hold	6,172	–	–	0.1%	105
2024 Q1	$241K	Hold	6,172	–	–	0.11%	106
2023 Q4	$228K	Hold	6,172	–	–	0.11%	98
2023 Q3	$177K	Hold	6,172	–	–	0.1%	110
2023 Q2	$187K	Hold	6,172	–	–	0.1%	109
2023 Q1	$210K	Hold	6,172	–	–	0.1%	100
2022 Q4	$266K	Sell	6,172 -429	-6%	-$18.8K	0.16%	86
2022 Q3	$287K	Buy	6,601 +429	+7%	+$20.6K	0.17%	84
2022 Q2	$293K	Sell	6,172 -17	-0.3%	-$838	0.15%	76
2022 Q1	$351K	Sell	6,189 -7	-0.1%	-$432	0.17%	79
2021 Q4	$363K	Buy	+6,196	New	+$379K	0.22%	67

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's TFC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Truist Financial (TFC) stake by 0.81% in Q4 2024, buying an estimated $2.23K and bringing the position to 6,222 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #100.

Cassady Schiller Wealth Management first reported a position in TFC in Q4 2021 and has held it in 13 quarters since. The position peaked at $363K in Q4 2021. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Cassady Schiller Wealth Management held 6,222 shares of Truist Financial worth $270K as of Q4 2024.
Cassady Schiller Wealth Management bought 50 Truist Financial shares in Q4 2024, an estimated $2.23K.
Truist Financial made up 0.1% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #100 holding.
Cassady Schiller Wealth Management first reported a position in Truist Financial in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Truist Financial position peaked at $363K in Q4 2021.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.