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Hemington Wealth Management’s Truist Financial TFC Stock Holding History

Hemington Wealth 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
Q3 		$46K Buy
1,018
+89
+10% +$4.01K 0.01% 391
2025
Q2 		$39K Sell
929
-50
-5% -$1.96K 0.01% 403
2025
Q1 		$40K Buy
979
+130
+15% +$5.79K 0.01% 379
2024
Q4 		$36K Buy
849
+126
+17% +$5.62K 0.01% 384
2024
Q3 		$31K Buy
+723
New +$30.5K 0.01% 400

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hemington Wealth Management's TFC Position: Q3 2025 in Review

Hemington Wealth Management increased its Truist Financial (TFC) stake by 9.6% in Q3 2025, buying an estimated $4.01K and bringing the position to 1,018 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #391.

Hemington Wealth Management first reported a position in TFC in Q3 2024 and has held it in 5 quarters since. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Hemington Wealth Management held 1,018 shares of Truist Financial worth $46K as of Q3 2025.
  • Hemington Wealth Management bought 89 Truist Financial shares in Q3 2025, an estimated $4.01K.
  • Truist Financial made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #391 holding.
  • Hemington Wealth Management first reported a position in Truist Financial in Q3 2024 and has held it in 5 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.