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Crowley Wealth Management’s Truist Financial TFC Stock Holding History

Crowley 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
Q4 		– Sell
-106
Closed -$4.85K – 317
2025
Q3 		$4.85K Hold
106
– – ﹤0.01% 326
2025
Q2 		$4.56K Hold
106
– – ﹤0.01% 307
2025
Q1 		$4.36K Hold
106
– – ﹤0.01% 308
2024
Q4 		$4.6K Buy
+106
New +$4.73K ﹤0.01% 314

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crowley Wealth Management's TFC Position: Q4 2025 in Review

Crowley Wealth Management sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 106 shares — an estimated $4.85K sold.

Crowley Wealth Management first reported a position in TFC in Q4 2024 and held it in 4 quarters. The position peaked at $4.85K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Crowley Wealth Management reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 106 Truist Financial shares in Q4 2025, an estimated $4.85K.
  • Crowley Wealth Management first reported a position in Truist Financial in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Truist Financial position peaked at $4.85K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.