Guerra Advisors’s Truist Financial TFC Stock Holding History

Guerra Advisors’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	$2.1K	Buy	+46	New	+$2.07K	﹤0.01%	528

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

Guerra Advisors's TFC Position: Q3 2025 in Review

Guerra Advisors opened a new position in Truist Financial (TFC) in Q3 2025: 46 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

1,562 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Guerra Advisors held 46 shares of Truist Financial worth $2.1K as of Q3 2025.
Truist Financial was a new Guerra Advisors position in Q3 2025.
Truist Financial made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #528 holding.
1,562 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.