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Clarius Group LLC’s Truist Financial TFC Stock Holding History

Clarius Group LLC’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
Q4 		$273K Sell
5,557
-49
-0.9% -$2.26K 0.02% 308
2025
Q3 		$256K Sell
5,606
-2,185
-28% -$98.5K 0.02% 339
2025
Q2 		$335K Sell
7,791
-2,196
-22% -$85.9K 0.02% 329
2025
Q1 		$411K Sell
9,987
-220
-2% -$9.8K 0.03% 276
2024
Q4 		$443K Sell
10,207
-45
-0.4% -$2.01K 0.03% 243
2024
Q3 		$435K Sell
10,252
-275
-3% -$11.6K 0.03% 238
2024
Q2 		$409K Sell
10,527
-727
-6% -$27.5K 0.03% 245
2024
Q1 		$439K Buy
11,254
+231
+2% +$8.45K 0.03% 251
2023
Q4 		$407K Sell
11,023
-1,214
-10% -$38.1K 0.03% 277
2023
Q3 		$350K Buy
12,237
+3,230
+36% +$99.3K 0.03% 289
2023
Q2 		$273K Sell
9,007
-2,806
-24% -$87.1K 0.02% 414
2023
Q1 		$403K Sell
11,813
-2,851
-19% -$124K 0.03% 303
2022
Q4 		$631K Buy
14,664
+323
+2% +$14.2K 0.06% 195
2022
Q3 		$624K Buy
14,341
+322
+2% +$15.5K 0.06% 185
2022
Q2 		$665K Sell
14,019
-115
-0.8% -$5.67K 0.07% 180
2022
Q1 		$828K Hold
14,134
– – 0.07% 165
2021
Q4 		$828K Buy
14,134
+314
+2% +$19.2K 0.07% 165
2021
Q3 		$811K Sell
13,820
-1,057
-7% -$59.1K 0.07% 147
2021
Q2 		$826K Buy
14,877
+166
+1% +$9.75K 0.07% 139
2021
Q1 		$858K Buy
14,711
+2,829
+24% +$155K 0.08% 123
2020
Q4 		$570K Buy
11,882
+812
+7% +$36.8K 0.06% 155
2020
Q3 		$421K Buy
11,070
+2,179
+25% +$82.1K 0.05% 163
2020
Q2 		$334K Sell
8,891
-2,809
-24% -$101K 0.05% 196
2020
Q1 		$361K Buy
11,700
+1,862
+19% +$88K 0.07% 152
2019
Q4 		$542K Buy
9,838
+6,062
+161% +$328K 0.09% 119
2019
Q3 		$202K Sell
3,776
-504
-12% -$25K 0.04% 266
2019
Q2 		$210K Buy
+4,280
New +$210K 0.04% 240

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clarius Group LLC's TFC Position: Q4 2025 in Review

Clarius Group LLC reduced its Truist Financial (TFC) stake by 0.87% in Q4 2025, selling an estimated $2.26K and leaving 5,557 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #308.

Clarius Group LLC first reported a position in TFC in Q2 2019 and has held it in 27 quarters since. The position peaked at $858K in Q1 2021. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Clarius Group LLC held 5,557 shares of Truist Financial worth $273K as of Q4 2025.
  • Clarius Group LLC sold 49 Truist Financial shares in Q4 2025, an estimated $2.26K.
  • Truist Financial made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #308 holding.
  • Clarius Group LLC first reported a position in Truist Financial in Q2 2019 and has held it in 27 quarters since.
  • Clarius Group LLC's Truist Financial position peaked at $858K in Q1 2021.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.