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Cerro Pacific Wealth Advisors’s Truist Financial TFC Stock Holding History

Cerro Pacific Wealth 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
2026
Q1 		$694K Sell
15,098
-511
-3% -$25.3K 0.18% 89
2025
Q4 		$768K Buy
15,609
+482
+3% +$22.2K 0.21% 77
2025
Q3 		$692K Sell
15,127
-4,410
-23% -$199K 0.19% 90
2025
Q2 		$840K Buy
19,537
+647
+3% +$25.3K 0.23% 78
2025
Q1 		$819K Sell
18,890
-92
-0.5% -$4.1K 0.27% 77
2024
Q4 		$812K Buy
18,982
+927
+5% +$41.4K 0.27% 76
2024
Q3 		$701K Hold
18,055
– – 0.27% 79
2024
Q2 		$701K Buy
+18,055
New +$682K 0.27% 80
2023
Q1 		$361K Buy
10,582
+5,165
+95% +$225K 0.2% 108
2022
Q4 		$233K Buy
+5,417
New +$238K 0.12% 144

Other funds holding TFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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