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Fortis Capital Advisors’s Truist Financial TFC Stock Holding History

Fortis Capital Advisors’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
-25,163
Closed -$1.04M – 284
2025
Q1 		$1.04M Buy
25,163
+19,781
+368% +$881K 0.21% 81
2024
Q4 		$239K Sell
5,382
-9,935
-65% -$443K 0.08% 156
2024
Q3 		$655K Buy
+15,317
New +$647K 0.22% 85

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

Fortis Capital Advisors's TFC Position: Q2 2025 in Review

Fortis Capital Advisors sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 25,163 shares — an estimated $1.04M sold.

Fortis Capital Advisors first reported a position in TFC in Q3 2024 and held it in 3 quarters. The position peaked at $1.04M in Q1 2025. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Fortis Capital Advisors reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 25,163 Truist Financial shares in Q2 2025, an estimated $1.04M.
  • Fortis Capital Advisors first reported a position in Truist Financial in Q3 2024 and held it in 3 quarters.
  • Fortis Capital Advisors's Truist Financial position peaked at $1.04M in Q1 2025.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.