Heartwood Wealth Advisors’s Truist Financial TFC Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-3,222	Closed	-$147K	–	549
2025 Q3	$147K	Sell	3,222 -2,390	-43%	-$108K	0.01%	223
2025 Q2	$241K	Sell	5,612 -1,086	-16%	-$42.5K	0.03%	168
2025 Q1	$276K	Hold	6,698	–	–	0.03%	145
2024 Q4	$291K	Hold	6,698	–	–	0.03%	135
2024 Q3	$286K	Sell	6,698 -2,833	-30%	-$120K	0.03%	137
2024 Q2	$370K	Buy	9,531 +2,747	+40%	+$104K	0.04%	115
2024 Q1	$264K	Hold	6,784	–	–	0.03%	122
2023 Q4	$250K	Buy	+6,784	New	+$213K	0.03%	117
2023 Q3	–	Sell	-6,773	Closed	-$206K	–	146
2023 Q2	$206K	Sell	6,773 -3	-0%	-$93	0.03%	135
2023 Q1	$231K	Buy	+6,776	New	+$296K	0.03%	116
2022 Q2	–	Sell	-5,662	Closed	-$321K	–	127
2022 Q1	$321K	Buy	5,662 +824	+17%	+$50.9K	0.05%	98
2021 Q4	$283K	Buy	+4,838	New	+$296K	0.04%	89

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heartwood Wealth Advisors's TFC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 3,222 shares — an estimated $147K sold.

Heartwood Wealth Advisors first reported a position in TFC in Q4 2021 and held it in 12 quarters. The position peaked at $370K in Q2 2024. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 3,222 Truist Financial shares in Q4 2025, an estimated $147K.
Heartwood Wealth Advisors first reported a position in Truist Financial in Q4 2021 and held it in 12 quarters.
Heartwood Wealth Advisors's Truist Financial position peaked at $370K in Q2 2024.
1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.