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Coppell Advisory Solutions’s Truist Financial TFC Stock Holding History

Coppell Advisory Solutions’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
-996
Closed -$43.2K – 1700
2024
Q4 		$43.2K Sell
996
-148
-13% -$6.61K 0.01% 630
2024
Q3 		$48.6K Sell
1,144
-331
-22% -$14K 0.01% 561
2024
Q2 		$57.3K Buy
+1,475
New +$55.7K 0.01% 465
2023
Q4 		$83.5K Buy
2,260
+2,179
+2,690% +$68.4K 0.02% 393
2023
Q3 		$3.48K Sell
81
-3,034
-97% -$93.3K ﹤0.01% 780
2023
Q2 		$95.5K Buy
+3,115
New +$96.7K 0.03% 274
2023
Q1 		– Sell
-81
Closed -$3.48K – 975
2022
Q4 		$3.48K Buy
+81
New +$3.55K ﹤0.01% 783

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

Coppell Advisory Solutions's TFC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 996 shares — an estimated $43.2K sold.

Coppell Advisory Solutions first reported a position in TFC in Q4 2022 and held it in 7 quarters. The position peaked at $95.5K in Q2 2023. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 996 Truist Financial shares in Q1 2025, an estimated $43.2K.
  • Coppell Advisory Solutions first reported a position in Truist Financial in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Truist Financial position peaked at $95.5K in Q2 2023.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.