CFGS
TFC icon

Concourse Financial Group Securities’s Truist Financial TFC Stock Holding History

Concourse Financial Group Securities’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
-25,919
Closed -$1.22M – 1848
2024
Q4 		$1.22M Buy
25,919
+8,605
+50% +$384K 0.07% 285
2024
Q3 		$741K Buy
17,314
+3,498
+25% +$148K 0.04% 375
2024
Q2 		$537K Buy
13,816
+528
+4% +$19.9K 0.03% 426
2024
Q1 		$518K Buy
13,288
+310
+2% +$11.3K 0.03% 434
2023
Q4 		$479K Buy
12,978
+706
+6% +$22.2K 0.03% 453
2023
Q3 		$351K Buy
12,272
+6,685
+120% +$206K 0.03% 484
2023
Q2 		$170K Sell
5,587
-577
-9% -$17.9K 0.01% 695
2023
Q1 		$210K Sell
6,164
-4,331
-41% -$189K 0.02% 632
2022
Q4 		$452K Buy
10,495
+419
+4% +$18.4K 0.04% 432
2022
Q3 		$439K Buy
10,076
+74
+0.7% +$3.56K 0.04% 381
2022
Q2 		$474K Sell
10,002
-2,603
-21% -$128K 0.04% 407
2022
Q1 		$715K Sell
12,605
-456
-3% -$28.2K 0.05% 351
2021
Q4 		$765K Sell
13,061
-21
-0.2% -$1.28K 0.04% 394
2021
Q3 		$767K Buy
13,082
+1,659
+15% +$92.7K 0.05% 383
2021
Q2 		$634K Buy
11,423
+1,273
+13% +$74.8K 0.04% 415
2021
Q1 		$592K Buy
10,150
+3,644
+56% +$200K 0.04% 394
2020
Q4 		$312K Sell
6,506
-894
-12% -$40.5K 0.02% 487
2020
Q3 		$282K Sell
7,400
-261
-3% -$9.83K 0.02% 458
2020
Q2 		$288K Buy
7,661
+1,932
+34% +$69.6K 0.03% 425
2020
Q1 		$177K Sell
5,729
-6,515
-53% -$308K 0.02% 499
2019
Q4 		$665K Buy
+12,244
New +$663K 0.07% 229
2019
Q2 		– Sell
-6,964
Closed -$341K – 2386
2019
Q1 		$324K Buy
6,964
+1,398
+25% +$68.2K 0.03% 355
2018
Q4 		$241K Buy
5,566
+3,856
+225% +$185K 0.03% 389
2018
Q3 		$83K Buy
+1,710
New +$87.8K 0.02% 469

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

Concourse Financial Group Securities's TFC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 25,919 shares — an estimated $1.22M sold.

Concourse Financial Group Securities first reported a position in TFC in Q3 2018 and held it in 24 quarters. The position peaked at $1.22M in Q4 2024. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 25,919 Truist Financial shares in Q1 2025, an estimated $1.22M.
  • Concourse Financial Group Securities first reported a position in Truist Financial in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Truist Financial position peaked at $1.22M in Q4 2024.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.