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FSA Wealth Management’s Truist Financial TFC Stock Holding History

FSA Wealth 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 		$2.83K Hold
62
– – ﹤0.01% 473
2025
Q2 		$2.67K Sell
62
-43
-41% -$1.68K ﹤0.01% 444
2025
Q1 		$4.32K Buy
105
+43
+69% +$1.92K ﹤0.01% 370
2024
Q4 		$2.69K Hold
62
– – ﹤0.01% 456
2024
Q3 		$2.65K Buy
+62
New +$2.62K ﹤0.01% 465
2024
Q1 		$2.42K Hold
62
– – ﹤0.01% 529
2023
Q4 		$2K Buy
+62
New +$1.95K ﹤0.01% 540

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

FSA Wealth Management's TFC Position: Q3 2025 in Review

FSA Wealth Management held its Truist Financial (TFC) position steady in Q3 2025 at 62 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

FSA Wealth Management first reported a position in TFC in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.32K in Q1 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • FSA Wealth Management held 62 shares of Truist Financial worth $2.83K as of Q3 2025.
  • FSA Wealth Management left its Truist Financial share count unchanged in Q3 2025.
  • Truist Financial made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #473 holding.
  • FSA Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Truist Financial position peaked at $4.32K in Q1 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.