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Legacy Investment Solutions’s Truist Financial TFC Stock Holding History

Legacy Investment Solutions’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 		$2.54K Buy
+59
New +$2.31K ﹤0.01% 476
2024
Q4 		$2.81K Hold
59
– – ﹤0.01% 460
2024
Q3 		$2.75K Buy
+59
New +$2.49K ﹤0.01% 454

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

Legacy Investment Solutions's TFC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Truist Financial (TFC) in Q2 2025: 59 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TFC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TFC in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.81K in Q4 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Legacy Investment Solutions held 59 shares of Truist Financial worth $2.54K as of Q2 2025.
  • Truist Financial was a new Legacy Investment Solutions position in Q2 2025.
  • Truist Financial made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #476 holding.
  • Legacy Investment Solutions first reported a position in Truist Financial in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Truist Financial position peaked at $2.81K in Q4 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.