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Global Financial Private Client’s Truist Financial TFC Stock Holding History

Global Financial Private Client’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
-477
Closed -$19.6K – 1444
2025
Q1 		$19.6K Buy
477
+42
+10% +$1.87K 0.01% 450
2024
Q4 		$18.9K Buy
435
+24
+6% +$1.07K 0.01% 441
2024
Q3 		$17.6K Buy
+411
New +$17.4K 0.01% 447
2023
Q4 		– Sell
-602
Closed -$16.6K – 705
2023
Q3 		$16.6K Hold
602
– – 0.01% 385
2023
Q2 		$18.9K Sell
602
-16
-3% -$497 0.01% 379
2023
Q1 		$20.5K Buy
618
+602
+3,763% +$26.3K 0.01% 371
2022
Q4 		$688 Hold
16
– – ﹤0.01% 627
2022
Q3 		$715 Hold
16
– – ﹤0.01% 597
2022
Q2 		$771 Hold
16
– – ﹤0.01% 588
2022
Q1 		$885 Hold
16
– – ﹤0.01% 592
2021
Q4 		$937 Hold
16
– – ﹤0.01% 575
2021
Q3 		$964 Hold
16
– – ﹤0.01% 534
2021
Q2 		$901 Hold
16
– – ﹤0.01% 543
2021
Q1 		$945 Hold
16
– – ﹤0.01% 511
2020
Q4 		$767 Buy
+16
New +$724 ﹤0.01% 505

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

Global Financial Private Client's TFC Position: Q2 2025 in Review

Global Financial Private Client sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 477 shares — an estimated $19.6K sold.

Global Financial Private Client first reported a position in TFC in Q4 2020 and held it in 15 quarters. The position peaked at $20.5K in Q1 2023. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Global Financial Private Client reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 477 Truist Financial shares in Q2 2025, an estimated $19.6K.
  • Global Financial Private Client first reported a position in Truist Financial in Q4 2020 and held it in 15 quarters.
  • Global Financial Private Client's Truist Financial position peaked at $20.5K in Q1 2023.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.