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 Q1	–	Sell	-7,323	Closed	-$318K	–	173
2024 Q4	$318K	Buy	+7,323	New	+$327K	0.21%	105

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifeWealth Investments's TFC Position: Q1 2025 in Review

LifeWealth Investments sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 7,323 shares — an estimated $318K sold.

LifeWealth Investments first reported a position in TFC in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 1,558 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

LifeWealth Investments reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 7,323 Truist Financial shares in Q1 2025, an estimated $318K.
LifeWealth Investments first reported a position in Truist Financial in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Truist Financial position peaked at $318K in Q4 2024.
1,558 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.