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CFO4Life Group’s Truist Financial TFC Stock Holding History

CFO4Life Group’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
Q1 		– Sell
-5,360
Closed -$233K – 236
2024
Q4 		$233K Sell
5,360
-48
-0.9% -$2.14K 0.04% 185
2024
Q3 		$231K Buy
5,408
+33
+0.6% +$1.39K 0.04% 183
2024
Q2 		$209K Buy
5,375
+104
+2% +$3.93K 0.04% 184
2024
Q1 		$205K Buy
+5,271
New +$193K 0.04% 177
2023
Q1 		– Sell
-5,024
Closed -$216K – 185
2022
Q4 		$216K Buy
+5,024
New +$220K 0.05% 159
2022
Q2 		– Sell
-4,416
Closed -$250K – 164
2022
Q1 		$250K Buy
4,416
+9
+0.2% +$556 0.05% 131
2021
Q4 		$258K Buy
+4,407
New +$269K 0.05% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFO4Life Group's TFC Position: Q1 2025 in Review

CFO4Life Group sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 5,360 shares — an estimated $233K sold.

CFO4Life Group first reported a position in TFC in Q4 2021 and held it in 7 quarters. The position peaked at $258K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • CFO4Life Group reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • CFO4Life Group sold 5,360 Truist Financial shares in Q1 2025, an estimated $233K.
  • CFO4Life Group first reported a position in Truist Financial in Q4 2021 and held it in 7 quarters.
  • CFO4Life Group's Truist Financial position peaked at $258K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on CFO4Life Group's 13F filing for Q1 2025, filed 30 Apr 2025.