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First American Trust’s Truist Financial TFC Stock Holding History

First American Trust’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
-4,833
Closed -$210K – 247
2024
Q4 		$210K Sell
4,833
-592
-11% -$26.4K 0.02% 214
2024
Q3 		$232K Sell
5,425
-5
-0.1% -$211 0.02% 202
2024
Q2 		$211K Sell
5,430
-1,167
-18% -$44.1K 0.02% 198
2024
Q1 		$257K Buy
+6,597
New +$241K 0.03% 187

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First American Trust's TFC Position: Q1 2025 in Review

First American Trust sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 4,833 shares — an estimated $210K sold.

First American Trust first reported a position in TFC in Q1 2024 and held it in 4 quarters. The position peaked at $257K in Q1 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • First American Trust reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • First American Trust sold 4,833 Truist Financial shares in Q1 2025, an estimated $210K.
  • First American Trust first reported a position in Truist Financial in Q1 2024 and held it in 4 quarters.
  • First American Trust's Truist Financial position peaked at $257K in Q1 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on First American Trust's 13F filing for Q1 2025, filed 12 May 2025.