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GWN Securities’s Truist Financial TFC Stock Holding History

GWN Securities’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
-57,406
Closed -$2.37M – 686
2025
Q1 		$2.37M Buy
57,406
+53,092
+1,231% +$2.37M 0.13% 178
2024
Q4 		$202K Buy
+4,314
New +$193K 0.05% 336

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

GWN Securities's TFC Position: Q2 2025 in Review

GWN Securities sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 57,406 shares — an estimated $2.37M sold.

GWN Securities first reported a position in TFC in Q4 2024 and held it in 2 quarters. The position peaked at $2.37M in Q1 2025. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • GWN Securities reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 57,406 Truist Financial shares in Q2 2025, an estimated $2.37M.
  • GWN Securities first reported a position in Truist Financial in Q4 2024 and held it in 2 quarters.
  • GWN Securities's Truist Financial position peaked at $2.37M in Q1 2025.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.