FWA
TFC icon

FSC Wealth Advisors’s Truist Financial TFC Stock Holding History

FSC Wealth 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
-396
Closed -$16.3K – 228
2025
Q1 		$16.3K Buy
396
+4
+1% +$178 0.01% 178
2024
Q4 		$17K Sell
392
-12
-3% -$536 0.01% 175
2024
Q3 		$17.3K Buy
404
+5
+1% +$211 0.01% 169
2024
Q2 		$15.5K Hold
399
– – 0.01% 170
2024
Q1 		$15.6K Sell
399
-2
-0.5% -$73 0.01% 172
2023
Q4 		$14.8K Hold
401
– – 0.01% 172
2023
Q3 		$11.5K Buy
+401
New +$12.3K 0.01% 158

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

FSC Wealth Advisors's TFC Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 396 shares — an estimated $16.3K sold.

FSC Wealth Advisors first reported a position in TFC in Q3 2023 and held it in 7 quarters. The position peaked at $17.3K in Q3 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 396 Truist Financial shares in Q2 2025, an estimated $16.3K.
  • FSC Wealth Advisors first reported a position in Truist Financial in Q3 2023 and held it in 7 quarters.
  • FSC Wealth Advisors's Truist Financial position peaked at $17.3K in Q3 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.