DAS
TFC icon

Diversify Advisory Services’s Truist Financial TFC Stock Holding History

Diversify Advisory Services’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
-8,749
Closed -$374K – 692
2024
Q4 		$374K Buy
+8,749
New +$390K 0.02% 435

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

Diversify Advisory Services's TFC Position: Q1 2025 in Review

Diversify Advisory Services sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 8,749 shares — an estimated $374K sold.

Diversify Advisory Services first reported a position in TFC in Q4 2024 and held it in 1 quarter. The position peaked at $374K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Diversify Advisory Services reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 8,749 Truist Financial shares in Q1 2025, an estimated $374K.
  • Diversify Advisory Services first reported a position in Truist Financial in Q4 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Truist Financial position peaked at $374K in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.