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Compass Ion Advisors’s Truist Financial TFC Stock Holding History

Compass Ion 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
2025
Q4 		– Sell
-10,484
Closed -$479K – 283
2025
Q3 		$479K Sell
10,484
-10,489
-50% -$473K 0.05% 182
2025
Q2 		$902K Buy
20,973
+33
+0.2% +$1.29K 0.1% 110
2025
Q1 		$862K Sell
20,940
-68
-0.3% -$3.03K 0.1% 113
2024
Q4 		$911K Sell
21,008
-24,343
-54% -$1.09M 0.11% 107
2024
Q3 		$1.94M Buy
+45,351
New +$1.92M 0.24% 59

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compass Ion Advisors's TFC Position: Q4 2025 in Review

Compass Ion Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 10,484 shares — an estimated $479K sold.

Compass Ion Advisors first reported a position in TFC in Q3 2024 and held it in 5 quarters. The position peaked at $1.94M in Q3 2024. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Compass Ion Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Compass Ion Advisors sold 10,484 Truist Financial shares in Q4 2025, an estimated $479K.
  • Compass Ion Advisors first reported a position in Truist Financial in Q3 2024 and held it in 5 quarters.
  • Compass Ion Advisors's Truist Financial position peaked at $1.94M in Q3 2024.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Compass Ion Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.