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Compass Financial Services’s Truist Financial TFC Stock Holding History

Compass Financial Services’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
-125
Closed -$5.37K – 355
2025
Q2 		$5.37K Hold
125
– – ﹤0.01% 236
2025
Q1 		$5.14K Buy
+125
New +$5.57K ﹤0.01% 232

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

Compass Financial Services's TFC Position: Q3 2025 in Review

Compass Financial Services sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 125 shares — an estimated $5.37K sold.

Compass Financial Services first reported a position in TFC in Q1 2025 and held it in 2 quarters. The position peaked at $5.37K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Compass Financial Services reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 125 Truist Financial shares in Q3 2025, an estimated $5.37K.
  • Compass Financial Services first reported a position in Truist Financial in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Truist Financial position peaked at $5.37K in Q2 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.