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Consolidated Planning Corp’s Truist Financial TFC Stock Holding History

Consolidated Planning Corp’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
-5,488
Closed -$236K – 216
2025
Q2 		$236K Buy
+5,488
New +$215K 0.03% 173
2021
Q4 		– Sell
-3,121
Closed -$183K – 398
2021
Q3 		$183K Buy
+3,121
New +$174K 0.12% 67
2020
Q1 		– Sell
-3,708
Closed -$209K – 46
2019
Q4 		$209K Buy
+3,708
New +$201K 0.21% 42

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

Consolidated Planning Corp's TFC Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 5,488 shares — an estimated $236K sold.

Consolidated Planning Corp first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $236K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 5,488 Truist Financial shares in Q3 2025, an estimated $236K.
  • Consolidated Planning Corp first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • Consolidated Planning Corp's Truist Financial position peaked at $236K in Q2 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.