Invested Advisors’s Truist Financial TFC Stock Holding History

Invested 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	-4,858	Closed	-$214K	–	148
2025 Q3	$214K	Buy	+4,858	New	+$219K	0.31%	98

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

Invested Advisors's TFC Position: Q4 2025 in Review

Invested Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 4,858 shares — an estimated $214K sold.

Invested Advisors first reported a position in TFC in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 1,670 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Invested Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Invested Advisors sold 4,858 Truist Financial shares in Q4 2025, an estimated $214K.
Invested Advisors first reported a position in Truist Financial in Q3 2025 and held it in 1 quarter.
Invested Advisors's Truist Financial position peaked at $214K in Q3 2025.
1,670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Invested Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.