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Financial Counselors Inc’s Truist Financial TFC Stock Holding History

Financial Counselors Inc’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
-261,710
Closed -$10.8M – 473
2025
Q1 		$10.8M Sell
261,710
-147
-0.1% -$6.55K 0.16% 137
2024
Q4 		$11.4M Sell
261,857
-11,622
-4% -$519K 0.17% 133
2024
Q3 		$11.7M Sell
273,479
-2,629
-1% -$111K 0.17% 136
2024
Q2 		$10.7M Sell
276,108
-28,853
-9% -$1.09M 0.17% 134
2024
Q1 		$11.9M Sell
304,961
-73,787
-19% -$2.7M 0.2% 126
2023
Q4 		$14M Sell
378,748
-59,881
-14% -$1.88M 0.25% 105
2023
Q3 		$12.5M Sell
438,629
-313
-0.1% -$9.63K 0.25% 103
2023
Q2 		$13.3M Buy
438,942
+2,469
+0.6% +$76.7K 0.27% 92
2023
Q1 		$14.9M Buy
436,473
+27,442
+7% +$1.2M 0.32% 90
2022
Q4 		$17.6M Buy
409,031
+891
+0.2% +$39.1K 0.39% 75
2022
Q3 		$17.8M Buy
408,140
+4,648
+1% +$224K 0.44% 70
2022
Q2 		$19.1M Buy
403,492
+58,417
+17% +$2.88M 0.45% 68
2022
Q1 		$19.6M Buy
345,075
+13,463
+4% +$832K 0.41% 75
2021
Q4 		$19.4M Sell
331,612
-6,216
-2% -$380K 0.4% 76
2021
Q3 		$19.8M Buy
337,828
+14,872
+5% +$831K 0.42% 72
2021
Q2 		$17.9M Buy
322,956
+7,384
+2% +$434K 0.39% 76
2021
Q1 		$18.4M Sell
315,572
-40,336
-11% -$2.21M 0.43% 70
2020
Q4 		$17.1M Buy
355,908
+6,288
+2% +$285K 0.43% 67
2020
Q3 		$13.3M Buy
349,620
+24,302
+7% +$916K 0.39% 74
2020
Q2 		$12.2M Buy
325,318
+74,562
+30% +$2.69M 0.39% 76
2020
Q1 		$7.73M Buy
250,756
+16,438
+7% +$777K 0.34% 91
2019
Q4 		$13.2M Buy
+234,318
New +$12.7M 0.47% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Counselors Inc's TFC Position: Q2 2025 in Review

Financial Counselors Inc sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 261,710 shares — an estimated $10.8M sold.

Financial Counselors Inc first reported a position in TFC in Q4 2019 and held it in 22 quarters. The position peaked at $19.8M in Q3 2021. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Financial Counselors Inc reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 261,710 Truist Financial shares in Q2 2025, an estimated $10.8M.
  • Financial Counselors Inc first reported a position in Truist Financial in Q4 2019 and held it in 22 quarters.
  • Financial Counselors Inc's Truist Financial position peaked at $19.8M in Q3 2021.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.