Financial Life Planners’s Truist Financial TFC Stock Holding History

Financial Life Planners’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	-61	Closed	-$2.65K	–	347
2024 Q4	$2.65K	Buy	+61	New	+$2.72K	﹤0.01%	317

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Life Planners's TFC Position: Q1 2025 in Review

Financial Life Planners sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 61 shares — an estimated $2.65K sold.

Financial Life Planners first reported a position in TFC in Q4 2024 and held it in 1 quarter. The position peaked at $2.65K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Financial Life Planners reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 61 Truist Financial shares in Q1 2025, an estimated $2.65K.
Financial Life Planners first reported a position in Truist Financial in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Truist Financial position peaked at $2.65K in Q4 2024.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.