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Litman Gregory Wealth Management’s Truist Financial TFC Stock Holding History

Litman Gregory Wealth Management’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 		$1.18K Buy
+24
New +$1.1K ﹤0.01% 315
2020
Q4 		– Sell
-196
Closed -$7K – 217
2020
Q3 		$7K Buy
+196
New +$7.38K ﹤0.01% 162

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Litman Gregory Wealth Management's TFC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Truist Financial (TFC) in Q4 2025: 24 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in TFC as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in TFC in Q3 2020 and has held it in 2 quarters since. The position peaked at $7K in Q3 2020. 1,670 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Litman Gregory Wealth Management held 24 shares of Truist Financial worth $1.18K as of Q4 2025.
  • Truist Financial was a new Litman Gregory Wealth Management position in Q4 2025.
  • Truist Financial made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #315 holding.
  • Litman Gregory Wealth Management first reported a position in Truist Financial in Q3 2020 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's Truist Financial position peaked at $7K in Q3 2020.
  • 1,670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.