Congress Wealth Management’s Truist Financial TFC Stock Holding History

Congress Wealth Management’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 Q2	$1.61M	Sell	37,375 -8,404	-18%	-$329K	0.02%	599
2025 Q1	$1.89M	Buy	45,779 +3,748	+9%	+$167K	0.02%	507
2024 Q4	$1.82M	Sell	42,031 -845	-2%	-$37.7K	0.03%	423
2024 Q3	$1.83M	Buy	+42,876	New	+$1.81M	0.02%	438
2024 Q1	–	Sell	-8,563	Closed	-$316K	–	637
2023 Q4	$316K	Buy	+8,563	New	+$269K	0.01%	521
2022 Q1	–	Sell	-7,247	Closed	-$424K	–	637
2021 Q4	$424K	Buy	+7,247	New	+$443K	0.01%	485

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's TFC Position: Q2 2025 in Review

Congress Wealth Management reduced its Truist Financial (TFC) stake by 18% in Q2 2025, selling an estimated $329K and leaving 37,375 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #599.

Congress Wealth Management first reported a position in TFC in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.89M in Q1 2025. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Congress Wealth Management held 37,375 shares of Truist Financial worth $1.61M as of Q2 2025.
Congress Wealth Management sold 8,404 Truist Financial shares in Q2 2025, an estimated $329K.
Truist Financial made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #599 holding.
Congress Wealth Management first reported a position in Truist Financial in Q4 2021 and has held it in 6 quarters since.
Congress Wealth Management's Truist Financial position peaked at $1.89M in Q1 2025.
1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.