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Iron Horse Wealth Management’s Truist Financial TFC Stock Holding History

Iron Horse 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
Q2 		$43.8K Buy
1,018
+670
+193% +$26.2K 0.01% 147
2025
Q1 		$14.3K Buy
348
+126
+57% +$5.61K ﹤0.01% 232
2024
Q4 		$9.63K Hold
222
– – ﹤0.01% 243
2024
Q3 		$9.49K Hold
222
– – ﹤0.01% 242
2024
Q2 		$8.63K Hold
222
– – ﹤0.01% 230
2024
Q1 		$8.65K Hold
222
– – ﹤0.01% 210
2023
Q4 		$8.2K Buy
222
+200
+909% +$6.28K ﹤0.01% 211
2023
Q3 		$629 Buy
+22
New +$677 ﹤0.01% 459

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iron Horse Wealth Management's TFC Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Truist Financial (TFC) stake by 193% in Q2 2025, buying an estimated $26.2K and bringing the position to 1,018 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #147.

Iron Horse Wealth Management first reported a position in TFC in Q3 2023 and has held it in 8 quarters since. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Iron Horse Wealth Management held 1,018 shares of Truist Financial worth $43.8K as of Q2 2025.
  • Iron Horse Wealth Management bought 670 Truist Financial shares in Q2 2025, an estimated $26.2K.
  • Truist Financial made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #147 holding.
  • Iron Horse Wealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 8 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.