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GPS Wealth Strategies Group’s Truist Financial TFC Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-109
Closed -$4.98K – 1471
2025
Q3 		$4.98K Hold
109
– – ﹤0.01% 1264
2025
Q2 		$4.69K Buy
109
+7
+7% +$274 ﹤0.01% 1225
2025
Q1 		$4.2K Buy
102
+2
+2% +$89 ﹤0.01% 1196
2024
Q4 		$4.34K Sell
100
-27
-21% -$1.21K ﹤0.01% 1118
2024
Q3 		$5.43K Buy
127
+27
+27% +$1.14K ﹤0.01% 1084
2024
Q2 		$3.88K Hold
100
– – ﹤0.01% 1109
2024
Q1 		$3.9K Hold
100
– – ﹤0.01% 1049
2023
Q4 		$3.69K Hold
100
– – ﹤0.01% 1038
2023
Q3 		$2.86K Sell
100
-239
-71% -$7.35K ﹤0.01% 1072
2023
Q2 		$10.3K Hold
339
– – ﹤0.01% 843
2023
Q1 		$11.6K Buy
+339
New +$14.8K ﹤0.01% 803
2022
Q4 		– Sell
-339
Closed -$15K – 977
2022
Q3 		$15K Hold
339
– – ﹤0.01% 689
2022
Q2 		$16K Hold
339
– – ﹤0.01% 675
2022
Q1 		$19K Hold
339
– – ﹤0.01% 602
2021
Q4 		$20K Buy
+339
New +$20.7K ﹤0.01% 590

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GPS Wealth Strategies Group's TFC Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 109 shares — an estimated $4.98K sold.

GPS Wealth Strategies Group first reported a position in TFC in Q4 2021 and held it in 15 quarters. The position peaked at $20K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 109 Truist Financial shares in Q4 2025, an estimated $4.98K.
  • GPS Wealth Strategies Group first reported a position in Truist Financial in Q4 2021 and held it in 15 quarters.
  • GPS Wealth Strategies Group's Truist Financial position peaked at $20K in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.