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Kohmann Bosshard Financial Services’s Truist Financial TFC Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-7
Closed -$304 – 723
2024
Q4 		$304 Buy
+7
New +$312 ﹤0.01% 693

Other funds holding TFC

Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's TFC Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 7 shares — an estimated $304 sold.

Kohmann Bosshard Financial Services first reported a position in TFC in Q4 2024 and held it in 1 quarter. The position peaked at $304 in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 7 Truist Financial shares in Q1 2025, an estimated $304.
  • Kohmann Bosshard Financial Services first reported a position in Truist Financial in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Truist Financial position peaked at $304 in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.