Gries Financial’s Truist Financial TFC Stock Holding History

Gries Financial’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	$252K	Buy	5,507 +233	+4%	+$10.5K	0.04%	262
2025 Q2	$227K	Buy	+5,274	New	+$206K	0.04%	260
2023 Q2	–	Sell	-56,530	Closed	-$1.93M	–	168
2023 Q1	$1.93M	Buy	56,530 +21,926	+63%	+$957K	0.57%	55
2022 Q4	$1.49M	Buy	34,604 +12,073	+54%	+$530K	0.49%	70
2022 Q3	$981K	Buy	+22,531	New	+$1.08M	0.42%	76

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gries Financial's TFC Position: Q3 2025 in Review

Gries Financial increased its Truist Financial (TFC) stake by 4.4% in Q3 2025, buying an estimated $10.5K and bringing the position to 5,507 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #262.

Gries Financial first reported a position in TFC in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.93M in Q1 2023. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Gries Financial held 5,507 shares of Truist Financial worth $252K as of Q3 2025.
Gries Financial bought 233 Truist Financial shares in Q3 2025, an estimated $10.5K.
Truist Financial made up 0.04% of Gries Financial's portfolio in Q3 2025, its #262 holding.
Gries Financial first reported a position in Truist Financial in Q3 2022 and has held it in 5 quarters since.
Gries Financial's Truist Financial position peaked at $1.93M in Q1 2023.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.