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Harbour Trust & Investment Management’s Truist Financial TFC Stock Holding History

Harbour Trust & Investment 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
Q1 		– Sell
-4,906
Closed -$213K – 158
2024
Q4 		$213K Sell
4,906
-298
-6% -$13.3K 0.02% 153
2024
Q3 		$223K Sell
5,204
-85
-2% -$3.59K 0.03% 152
2024
Q2 		$205K Sell
5,289
-903
-15% -$34.1K 0.02% 156
2024
Q1 		$241K Sell
6,192
-598
-9% -$21.9K 0.03% 152
2023
Q4 		$251K Buy
+6,790
New +$213K 0.04% 148

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Trust & Investment Management's TFC Position: Q1 2025 in Review

Harbour Trust & Investment Management sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 4,906 shares — an estimated $213K sold.

Harbour Trust & Investment Management first reported a position in TFC in Q4 2023 and held it in 5 quarters. The position peaked at $251K in Q4 2023. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Harbour Trust & Investment Management reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Harbour Trust & Investment Management sold 4,906 Truist Financial shares in Q1 2025, an estimated $213K.
  • Harbour Trust & Investment Management first reported a position in Truist Financial in Q4 2023 and held it in 5 quarters.
  • Harbour Trust & Investment Management's Truist Financial position peaked at $251K in Q4 2023.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Harbour Trust & Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.