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Geller Advisors’s Truist Financial TFC Stock Holding History

Geller 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
2024
Q4 		$284K Buy
6,553
+156
+2% +$6.96K 0.02% 210
2024
Q3 		$274K Sell
6,397
-424
-6% -$17.9K 0.02% 219
2024
Q2 		$265K Buy
6,821
+187
+3% +$7.06K 0.02% 225
2024
Q1 		$259K Buy
6,634
+14
+0.2% +$512 0.02% 227
2023
Q4 		$244K Sell
6,620
-689
-9% -$21.6K 0.02% 236
2023
Q3 		$209K Sell
7,309
-309
-4% -$9.5K 0.02% 239
2023
Q2 		$231K Buy
+7,618
New +$237K 0.03% 225
2022
Q2 		– Sell
-3,771
Closed -$214K – 169
2022
Q1 		$214K Sell
3,771
-66
-2% -$4.08K 0.04% 156
2021
Q4 		$225K Sell
3,837
-1
-0% -$61 0.04% 159
2021
Q3 		$225K Buy
+3,838
New +$214K 0.05% 137

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geller Advisors's TFC Position: Q4 2024 in Review

Geller Advisors increased its Truist Financial (TFC) stake by 2.4% in Q4 2024, buying an estimated $6.96K and bringing the position to 6,553 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #210.

Geller Advisors first reported a position in TFC in Q3 2021 and has held it in 10 quarters since. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Geller Advisors held 6,553 shares of Truist Financial worth $284K as of Q4 2024.
  • Geller Advisors bought 156 Truist Financial shares in Q4 2024, an estimated $6.96K.
  • Truist Financial made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #210 holding.
  • Geller Advisors first reported a position in Truist Financial in Q3 2021 and has held it in 10 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.