LI
TFC icon

LifeWealth Investments’s Truist Financial TFC Stock Holding History

LifeWealth Investments’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
-11,446
Closed -$523K – 220
2025
Q3 		$523K Sell
11,446
-80
-0.7% -$3.61K 0.08% 141
2025
Q2 		$495K Buy
11,526
+546
+5% +$21.4K 0.08% 149
2025
Q1 		$452K Buy
10,980
+3,657
+50% +$163K 0.1% 136
2024
Q4 		$318K Buy
+7,323
New +$327K 0.21% 105

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

LifeWealth Investments's TFC Position: Q4 2025 in Review

LifeWealth Investments sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 11,446 shares — an estimated $523K sold.

LifeWealth Investments first reported a position in TFC in Q4 2024 and held it in 4 quarters. The position peaked at $523K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • LifeWealth Investments reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 11,446 Truist Financial shares in Q4 2025, an estimated $523K.
  • LifeWealth Investments first reported a position in Truist Financial in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's Truist Financial position peaked at $523K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.