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Integrated Investment Consultants’s Truist Financial TFC Stock Holding History

Integrated Investment Consultants’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
-4,756
Closed -$217K – 335
2025
Q3 		$217K Sell
4,756
-945
-17% -$42.6K 0.04% 305
2025
Q2 		$245K Buy
+5,701
New +$223K 0.05% 278
2024
Q4 		– Sell
-59,531
Closed -$79.1K – 374
2024
Q3 		$79.1K Buy
+59,531
New +$2.51M 0.02% 305
2018
Q2 		– Sell
-2,989
Closed -$156K – 632
2018
Q1 		$156K Buy
+2,989
New +$161K 0.06% 230
2017
Q3 		$140K Hold
2,989
– – 0.06% 222
2017
Q2 		$136K Hold
2,989
– – 0.06% 224
2017
Q1 		$134K Hold
2,989
– – 0.06% 219
2016
Q4 		$141K Hold
2,989
– – 0.07% 204
2016
Q3 		$113K Hold
2,989
– – 0.06% 238
2016
Q2 		$106K Buy
2,989
+344
+13% +$12K 0.06% 252
2016
Q1 		$86K Buy
+2,645
New +$87.9K 0.05% 272

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Integrated Investment Consultants's TFC Position: Q4 2025 in Review

Integrated Investment Consultants sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 4,756 shares — an estimated $217K sold.

Integrated Investment Consultants first reported a position in TFC in Q1 2016 and held it in 11 quarters. The position peaked at $245K in Q2 2025. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Integrated Investment Consultants reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 4,756 Truist Financial shares in Q4 2025, an estimated $217K.
  • Integrated Investment Consultants first reported a position in Truist Financial in Q1 2016 and held it in 11 quarters.
  • Integrated Investment Consultants's Truist Financial position peaked at $245K in Q2 2025.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Integrated Investment Consultants's 13F filing for Q4 2025, filed 5 Feb 2026.