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Financial Advocates Investment Management’s Truist Financial TFC Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-6,392
Closed -$263K – 769
2025
Q1 		$263K Sell
6,392
-12,529
-66% -$558K 0.02% 592
2024
Q4 		$821K Sell
18,921
-181
-0.9% -$8.08K 0.05% 344
2024
Q3 		$817K Buy
19,102
+122
+0.6% +$5.15K 0.05% 346
2024
Q2 		$737K Sell
18,980
-727
-4% -$27.5K 0.05% 355
2024
Q1 		$768K Buy
19,707
+1,752
+10% +$64.1K 0.04% 363
2023
Q4 		$663K Buy
17,955
+793
+5% +$24.9K 0.04% 371
2023
Q3 		$491K Buy
17,162
+504
+3% +$15.5K 0.04% 418
2023
Q2 		$506K Buy
16,658
+4,412
+36% +$137K 0.04% 405
2023
Q1 		$418K Buy
12,246
+3,175
+35% +$139K 0.03% 467
2022
Q4 		$390K Buy
9,071
+306
+3% +$13.4K 0.03% 500
2022
Q3 		$306K Buy
8,765
+715
+9% +$34.4K 0.03% 538
2022
Q2 		$382K Buy
8,050
+2,977
+59% +$147K 0.03% 456
2022
Q1 		$287K Buy
5,073
+1,254
+33% +$77.5K 0.02% 592
2021
Q4 		$226K Sell
3,819
-68
-2% -$4.15K 0.01% 700
2021
Q3 		$228K Buy
+3,887
New +$217K 0.02% 674
2021
Q2 		– Sell
-7,574
Closed -$442K – 834
2021
Q1 		$442K Buy
7,574
+359
+5% +$19.7K 0.03% 509
2020
Q4 		$346K Buy
7,215
+272
+4% +$12.3K 0.02% 530
2020
Q3 		$264K Buy
6,943
+994
+17% +$37.4K 0.02% 504
2020
Q2 		$223K Buy
+5,949
New +$214K 0.02% 534
2020
Q1 		– Sell
-4,512
Closed -$254K – 540
2019
Q4 		$254K Buy
+4,512
New +$244K 0.03% 430

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's TFC Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 6,392 shares — an estimated $263K sold.

Financial Advocates Investment Management first reported a position in TFC in Q4 2019 and held it in 20 quarters. The position peaked at $821K in Q4 2024. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,392 Truist Financial shares in Q2 2025, an estimated $263K.
  • Financial Advocates Investment Management first reported a position in Truist Financial in Q4 2019 and held it in 20 quarters.
  • Financial Advocates Investment Management's Truist Financial position peaked at $821K in Q4 2024.
  • 1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.