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LifePlan Financial’s Truist Financial TFC Stock Holding History

LifePlan Financial’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 		– Sell
-6,159
Closed -$253K – 95
2025
Q1 		$253K Sell
6,159
-41
-0.7% -$1.83K 0.22% 83
2024
Q4 		$269K Sell
6,200
-277
-4% -$12.4K 0.24% 82
2024
Q3 		$277K Sell
6,477
-25
-0.4% -$1.06K 0.24% 84
2024
Q2 		$253K Buy
+6,502
New +$246K 0.23% 85

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

LifePlan Financial's TFC Position: Q2 2025 in Review

LifePlan Financial sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 6,159 shares — an estimated $253K sold.

LifePlan Financial first reported a position in TFC in Q2 2024 and held it in 4 quarters. The position peaked at $277K in Q3 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • LifePlan Financial reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • LifePlan Financial sold 6,159 Truist Financial shares in Q2 2025, an estimated $253K.
  • LifePlan Financial first reported a position in Truist Financial in Q2 2024 and held it in 4 quarters.
  • LifePlan Financial's Truist Financial position peaked at $277K in Q3 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on LifePlan Financial's 13F filing for Q2 2025, filed 9 Jul 2025.