Lyell Wealth Management’s Truist Financial TFC Stock Holding History

Lyell 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 Q3	–	Sell	-7,143	Closed	-$307K	–	223
2025 Q2	$307K	Hold	7,143	–	–	0.02%	178
2025 Q1	$294K	Buy	+7,143	New	+$318K	0.03%	171
2022 Q3	–	Sell	-4,334	Closed	-$206K	–	199
2022 Q2	$206K	Buy	4,334 +170	+4%	+$8.38K	0.03%	184
2022 Q1	$236K	Buy	+4,164	New	+$257K	0.03%	182
2021 Q3	–	Sell	-3,661	Closed	-$203K	–	188
2021 Q2	$203K	Buy	3,661 +177	+5%	+$10.4K	0.03%	182
2021 Q1	$203K	Buy	+3,484	New	+$191K	0.03%	168
2020 Q1	–	Sell	-3,885	Closed	-$219K	–	133
2019 Q4	$219K	Buy	+3,885	New	+$210K	0.06%	126

Other funds holding TFC

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lyell Wealth Management's TFC Position: Q3 2025 in Review

Lyell Wealth Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 7,143 shares — an estimated $307K sold.

Lyell Wealth Management first reported a position in TFC in Q4 2019 and held it in 7 quarters. The position peaked at $307K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Lyell Wealth Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Lyell Wealth Management sold 7,143 Truist Financial shares in Q3 2025, an estimated $307K.
Lyell Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 7 quarters.
Lyell Wealth Management's Truist Financial position peaked at $307K in Q2 2025.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.