Court Place Advisors’s Truist Financial TFC Stock Holding History

Court Place 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 Q3	$275K	Buy	6,022 +200	+3%	+$9.02K	0.08%	126
2025 Q2	$250K	Buy	+5,822	New	+$228K	0.08%	132
2022 Q2	–	Sell	-3,791	Closed	-$215K	–	173
2022 Q1	$215K	Sell	3,791 -9,229	-71%	-$570K	0.07%	165
2021 Q4	$762K	Hold	13,020	–	–	0.21%	94
2021 Q3	$764K	Hold	13,020	–	–	0.23%	89
2021 Q2	$723K	Hold	13,020	–	–	0.21%	96
2021 Q1	$759K	Hold	13,020	–	–	0.24%	92
2020 Q4	$624K	Sell	13,020 -106	-0.8%	-$4.8K	0.21%	96
2020 Q3	$499K	Hold	13,126	–	–	0.19%	98
2020 Q2	$493K	Hold	13,126	–	–	0.19%	99
2020 Q1	$405K	Hold	13,126	–	–	0.18%	105
2019 Q4	$739K	Buy	+13,126	New	+$711K	0.27%	89

Other funds holding TFC

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Court Place Advisors's TFC Position: Q3 2025 in Review

Court Place Advisors increased its Truist Financial (TFC) stake by 3.4% in Q3 2025, buying an estimated $9.02K and bringing the position to 6,022 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #126.

Court Place Advisors first reported a position in TFC in Q4 2019 and has held it in 12 quarters since. The position peaked at $764K in Q3 2021. 1,562 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Court Place Advisors held 6,022 shares of Truist Financial worth $275K as of Q3 2025.
Court Place Advisors bought 200 Truist Financial shares in Q3 2025, an estimated $9.02K.
Truist Financial made up 0.08% of Court Place Advisors's portfolio in Q3 2025, its #126 holding.
Court Place Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 12 quarters since.
Court Place Advisors's Truist Financial position peaked at $764K in Q3 2021.
1,562 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.