Freedom Investment Management’s Truist Financial TFC Stock Holding History

Freedom Investment Management’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 Q3	–	Sell	-17,087	Closed	-$735K	–	645
2025 Q2	$735K	Buy	17,087 +328	+2%	+$12.8K	0.06%	332
2025 Q1	$690K	Buy	16,759 +1,558	+10%	+$69.4K	0.06%	337
2024 Q4	$659K	Buy	15,201 +2,151	+16%	+$96K	0.05%	337
2024 Q3	$558K	Sell	13,050 -720	-5%	-$30.4K	0.04%	404
2024 Q2	$535K	Buy	13,770 +591	+4%	+$22.3K	0.04%	413
2024 Q1	$514K	Buy	13,179 +3,111	+31%	+$114K	0.04%	425
2023 Q4	$372K	Buy	+10,068	New	+$316K	0.03%	522
2023 Q2	–	Sell	-35,754	Closed	-$1.22M	–	774
2023 Q1	$1.22M	Buy	+35,754	New	+$1.56M	0.14%	195
2021 Q3	–	Sell	-4,806	Closed	-$267K	–	902
2021 Q2	$267K	Buy	4,806 +540	+13%	+$31.7K	0.02%	722
2021 Q1	$249K	Buy	+4,266	New	+$234K	0.02%	720
2019 Q1	–	Sell	-8,802	Closed	-$381K	–	780
2018 Q4	$381K	Sell	8,802 -796	-8%	-$38.2K	0.03%	490
2018 Q3	$500K	Buy	+9,598	New	+$493K	0.03%	515
2017 Q3	–	Sell	-8,463	Closed	-$384K	–	1149
2017 Q2	$384K	Buy	+8,463	New	+$367K	0.02%	677

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

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

Freedom Investment Management's TFC Position: Q3 2025 in Review

Freedom Investment Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 17,087 shares — an estimated $735K sold.

Freedom Investment Management first reported a position in TFC in Q2 2017 and held it in 13 quarters. The position peaked at $1.22M in Q1 2023. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Freedom Investment Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 17,087 Truist Financial shares in Q3 2025, an estimated $735K.
Freedom Investment Management first reported a position in Truist Financial in Q2 2017 and held it in 13 quarters.
Freedom Investment Management's Truist Financial position peaked at $1.22M in Q1 2023.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.