Heck Capital Advisors’s Truist Financial TFC Stock Holding History

Heck Capital 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 Q1	–	Sell	-7,231	Closed	-$314K	–	728
2024 Q4	$314K	Buy	+7,231	New	+$323K	0.01%	228

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Heck Capital Advisors's TFC Position: Q1 2025 in Review

Heck Capital Advisors sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 7,231 shares — an estimated $314K sold.

Heck Capital Advisors first reported a position in TFC in Q4 2024 and held it in 1 quarter. The position peaked at $314K in Q4 2024. 1,558 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Heck Capital Advisors reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 7,231 Truist Financial shares in Q1 2025, an estimated $314K.
Heck Capital Advisors first reported a position in Truist Financial in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Truist Financial position peaked at $314K in Q4 2024.
1,558 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.