Financial Partners Group (Tennessee)’s Truist Financial TFC Stock Holding History

Financial Partners Group (Tennessee)’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	$1.98M	Buy	45,982 +10,596	+30%	+$415K	0.72%	34
2025 Q1	$1.46M	Buy	35,386 +21	+0.1%	+$936	0.63%	38
2024 Q4	$1.53M	Sell	35,365 -647	-2%	-$28.9K	0.64%	38
2024 Q3	$1.54M	Sell	36,012 -2,541	-7%	-$107K	0.58%	43
2024 Q2	$1.5M	Buy	38,553 +960	+3%	+$36.3K	0.58%	44
2024 Q1	$1.47M	Sell	37,593 -2,424	-6%	-$88.7K	0.57%	43
2023 Q4	$1.48M	Sell	40,017 -437	-1%	-$13.7K	0.67%	35
2023 Q3	$1.16M	Buy	+40,454	New	+$1.24M	0.56%	42
2023 Q1	–	Sell	-5,154	Closed	-$222K	–	76
2022 Q4	$222K	Buy	+5,154	New	+$226K	0.13%	66

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

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

Financial Partners Group (Tennessee)'s TFC Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Truist Financial (TFC) stake by 30% in Q2 2025, buying an estimated $415K and bringing the position to 45,982 shares worth $1.98M. The position accounts for 0.72% of the portfolio, ranked #34.

Financial Partners Group (Tennessee) first reported a position in TFC in Q4 2022 and has held it in 9 quarters since. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Financial Partners Group (Tennessee) held 45,982 shares of Truist Financial worth $1.98M as of Q2 2025.
Financial Partners Group (Tennessee) bought 10,596 Truist Financial shares in Q2 2025, an estimated $415K.
Truist Financial made up 0.72% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #34 holding.
Financial Partners Group (Tennessee) first reported a position in Truist Financial in Q4 2022 and has held it in 9 quarters since.
1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.