Fairway Wealth’s Truist Financial TFC Stock Holding History

Fairway Wealth’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	–	Sell	-185	Closed	-$7.95K	–	189
2025 Q2	$7.95K	Hold	185	–	–	﹤0.01%	134
2025 Q1	$7.61K	Buy	+185	New	+$8.24K	﹤0.01%	178

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

Fairway Wealth's TFC Position: Q3 2025 in Review

Fairway Wealth sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 185 shares — an estimated $7.95K sold.

Fairway Wealth first reported a position in TFC in Q1 2025 and held it in 2 quarters. The position peaked at $7.95K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Fairway Wealth reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Fairway Wealth sold 185 Truist Financial shares in Q3 2025, an estimated $7.95K.
Fairway Wealth first reported a position in Truist Financial in Q1 2025 and held it in 2 quarters.
Fairway Wealth's Truist Financial position peaked at $7.95K in Q2 2025.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Fairway Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.