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MainStreet Investment Advisors’s Truist Financial TFC Stock Holding History

MainStreet Investment Advisors’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
-7,709
Closed -$331K – 165
2025
Q2 		$331K Buy
7,709
+325
+4% +$12.7K 0.05% 136
2025
Q1 		$304K Sell
7,384
-1,097
-13% -$48.9K 0.04% 136
2024
Q4 		$368K Sell
8,481
-395
-4% -$17.6K 0.05% 126
2024
Q3 		$380K Sell
8,876
-4,889
-36% -$206K 0.05% 128
2024
Q2 		$535K Sell
13,765
-67,494
-83% -$2.55M 0.07% 119
2024
Q1 		$3.17M Sell
81,259
-1,196
-1% -$43.8K 0.38% 65
2023
Q4 		$3.04M Sell
82,455
-13,584
-14% -$426K 0.34% 65
2023
Q3 		$2.75M Sell
96,039
-383
-0.4% -$11.8K 0.32% 68
2023
Q2 		$2.93M Buy
96,422
+2,614
+3% +$81.2K 0.32% 71
2023
Q1 		$3.2M Buy
93,808
+8,200
+10% +$358K 0.35% 70
2022
Q4 		$3.68M Buy
85,608
+27,935
+48% +$1.23M 0.41% 66
2022
Q3 		$2.51M Buy
57,673
+10
+0% +$481 0.31% 76
2022
Q2 		$2.73M Buy
57,663
+48,977
+564% +$2.42M 0.31% 75
2022
Q1 		$492K Buy
8,686
+1,967
+29% +$121K 0.05% 140
2021
Q4 		$393K Buy
6,719
+760
+13% +$46.4K 0.03% 157
2021
Q3 		$350K Buy
5,959
+1,796
+43% +$100K 0.03% 153
2021
Q2 		$231K Buy
4,163
+77
+2% +$4.52K 0.02% 176
2021
Q1 		$238K Sell
4,086
-641
-14% -$35.1K 0.02% 172
2020
Q4 		$227K Buy
+4,727
New +$214K 0.02% 175
2020
Q2 		– Sell
-12,650
Closed -$390K – 294
2020
Q1 		$390K Buy
+12,650
New +$598K 0.05% 184
2019
Q1 		– Sell
-4,585
Closed -$199K – 155
2018
Q4 		$199K Hold
4,585
– – 0.03% 156
2018
Q3 		$223K Sell
4,585
-25
-0.5% -$1.28K 0.03% 157
2018
Q2 		$233K Hold
4,610
– – 0.03% 149
2018
Q1 		$240K Sell
4,610
-735
-14% -$39.6K 0.04% 146
2017
Q4 		$266K Buy
+5,345
New +$258K 0.04% 140

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

MainStreet Investment Advisors's TFC Position: Q3 2025 in Review

MainStreet Investment Advisors sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 7,709 shares — an estimated $331K sold.

MainStreet Investment Advisors first reported a position in TFC in Q4 2017 and held it in 25 quarters. The position peaked at $3.68M in Q4 2022. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • MainStreet Investment Advisors reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • MainStreet Investment Advisors sold 7,709 Truist Financial shares in Q3 2025, an estimated $331K.
  • MainStreet Investment Advisors first reported a position in Truist Financial in Q4 2017 and held it in 25 quarters.
  • MainStreet Investment Advisors's Truist Financial position peaked at $3.68M in Q4 2022.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on MainStreet Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.