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Creekmur Asset Management’s Truist Financial TFC Stock Holding History

Creekmur Asset 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
Q3 		$209K Hold
4,580
– – 0.03% 194
2025
Q2 		$197K Buy
4,580
+1,040
+29% +$40.7K 0.03% 227
2025
Q1 		$146K Buy
3,540
+3,514
+13,515% +$157K 0.03% 224
2024
Q4 		$1.13K Hold
26
– – ﹤0.01% 658
2024
Q3 		$1.11K Hold
26
– – ﹤0.01% 720
2024
Q2 		$1.01K Buy
26
+1
+4% +$38 ﹤0.01% 785
2024
Q1 		$975 Buy
+25
New +$915 ﹤0.01% 719

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

Creekmur Asset Management's TFC Position: Q3 2025 in Review

Creekmur Asset Management held its Truist Financial (TFC) position steady in Q3 2025 at 4,580 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #194.

Creekmur Asset Management first reported a position in TFC in Q1 2024 and has held it in 7 quarters since. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Creekmur Asset Management held 4,580 shares of Truist Financial worth $209K as of Q3 2025.
  • Creekmur Asset Management left its Truist Financial share count unchanged in Q3 2025.
  • Truist Financial made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #194 holding.
  • Creekmur Asset Management first reported a position in Truist Financial in Q1 2024 and has held it in 7 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.