HL
TFC icon

HeadInvest LLC’s Truist Financial TFC Stock Holding History

HeadInvest LLC’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
-5,186
Closed -$213K – 231
2025
Q1 		$213K Sell
5,186
-1,445
-22% -$64.4K 0.04% 226
2024
Q4 		$288K Sell
6,631
-2,622
-28% -$117K 0.05% 199
2024
Q3 		$396K Sell
9,253
-870
-9% -$36.7K 0.07% 168
2024
Q2 		$393K Sell
10,123
-840
-8% -$31.7K 0.08% 163
2024
Q1 		$427K Sell
10,963
-14,175
-56% -$519K 0.08% 166
2023
Q4 		$928K Sell
25,138
-3,640
-13% -$114K 0.19% 90
2023
Q3 		$795K Sell
28,778
-8,407
-23% -$259K 0.17% 94
2023
Q2 		$1.18M Sell
37,185
-7,702
-17% -$239K 0.25% 77
2023
Q1 		$1.53M Sell
44,887
-1,789
-4% -$78.1K 0.34% 67
2022
Q4 		$2.01M Sell
46,676
-4,056
-8% -$178K 0.45% 54
2022
Q3 		$2.21M Buy
50,732
+965
+2% +$46.4K 0.53% 49
2022
Q2 		$2.36M Buy
49,767
+2,240
+5% +$110K 0.53% 49
2022
Q1 		$2.69M Buy
47,527
+1,554
+3% +$96K 0.52% 49
2021
Q4 		$2.69M Buy
45,973
+3,040
+7% +$186K 0.48% 51
2021
Q3 		$2.52M Buy
42,933
+14,319
+50% +$800K 0.48% 51
2021
Q2 		$1.59M Buy
28,614
+14,777
+107% +$868K 0.3% 65
2021
Q1 		$806K Buy
13,837
+4,836
+54% +$265K 0.16% 97
2020
Q4 		$431K Buy
+9,001
New +$408K 0.09% 143

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

HeadInvest LLC's TFC Position: Q2 2025 in Review

HeadInvest LLC sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 5,186 shares — an estimated $213K sold.

HeadInvest LLC first reported a position in TFC in Q4 2020 and held it in 18 quarters. The position peaked at $2.69M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • HeadInvest LLC reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • HeadInvest LLC sold 5,186 Truist Financial shares in Q2 2025, an estimated $213K.
  • HeadInvest LLC first reported a position in Truist Financial in Q4 2020 and held it in 18 quarters.
  • HeadInvest LLC's Truist Financial position peaked at $2.69M in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on HeadInvest LLC's 13F filing for Q2 2025, filed 14 Aug 2025.