GPWM
TFC icon

Grant Private Wealth Management’s Truist Financial TFC Stock Holding History

Grant Private 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 		– Sell
-124,663
Closed -$5.36M – 170
2025
Q2 		$5.36M Buy
+124,663
New +$4.88M 3.04% 12

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

Grant Private Wealth Management's TFC Position: Q3 2025 in Review

Grant Private Wealth Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 124,663 shares — an estimated $5.36M sold.

Grant Private Wealth Management first reported a position in TFC in Q2 2025 and held it in 1 quarter. The position peaked at $5.36M in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Grant Private Wealth Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 124,663 Truist Financial shares in Q3 2025, an estimated $5.36M.
  • Grant Private Wealth Management first reported a position in Truist Financial in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's Truist Financial position peaked at $5.36M in Q2 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.