Greenline Partners’s Truist Financial TFC Stock Holding History

Greenline Partners’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	-11	Closed	-$453	–	520
2025 Q1	$453	Buy	+11	New	+$490	﹤0.01%	475

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenline Partners's TFC Position: Q2 2025 in Review

Greenline Partners sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 11 shares — an estimated $453 sold.

Greenline Partners first reported a position in TFC in Q1 2025 and held it in 1 quarter. The position peaked at $453 in Q1 2025. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Greenline Partners reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
Greenline Partners sold 11 Truist Financial shares in Q2 2025, an estimated $453.
Greenline Partners first reported a position in Truist Financial in Q1 2025 and held it in 1 quarter.
Greenline Partners's Truist Financial position peaked at $453 in Q1 2025.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Greenline Partners's 13F filing for Q2 2025, filed 14 Aug 2025.