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JDM Financial Group’s Truist Financial TFC Stock Holding History

JDM Financial Group’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
-115
Closed -$5.26K – 296
2025
Q3 		$5.26K Buy
+115
New +$5.18K ﹤0.01% 232
2024
Q4 		– Sell
-17
Closed -$727 – 414
2024
Q3 		$727 Buy
+17
New +$718 ﹤0.01% 358

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

JDM Financial Group's TFC Position: Q4 2025 in Review

JDM Financial Group sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 115 shares — an estimated $5.26K sold.

JDM Financial Group first reported a position in TFC in Q3 2024 and held it in 2 quarters. The position peaked at $5.26K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • JDM Financial Group reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 115 Truist Financial shares in Q4 2025, an estimated $5.26K.
  • JDM Financial Group first reported a position in Truist Financial in Q3 2024 and held it in 2 quarters.
  • JDM Financial Group's Truist Financial position peaked at $5.26K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.