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Marcum Wealth’s Truist Financial TFC Stock Holding History

Marcum Wealth’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 		$537K Buy
13,051
+92
+0.7% +$4.1K 0.05% 182
2024
Q4 		$562K Buy
12,959
+150
+1% +$6.69K 0.05% 180
2024
Q3 		$548K Sell
12,809
-671
-5% -$28.3K 0.05% 183
2024
Q2 		$524K Sell
13,480
-35
-0.3% -$1.32K 0.05% 183
2024
Q1 		$527K Buy
13,515
+1,632
+14% +$59.7K 0.05% 185
2023
Q4 		$439K Sell
11,883
-5,901
-33% -$185K 0.05% 198
2023
Q3 		$509K Buy
17,784
+398
+2% +$12.2K 0.06% 169
2023
Q2 		$528K Sell
17,386
-1,996
-10% -$62K 0.06% 168
2023
Q1 		$661K Buy
19,382
+3,760
+24% +$164K 0.08% 140
2022
Q4 		$672K Sell
15,622
-1,622
-9% -$71.2K 0.09% 131
2022
Q3 		$751K Sell
17,244
-298
-2% -$14.3K 0.11% 106
2022
Q2 		$832K Buy
17,542
+503
+3% +$24.8K 0.12% 104
2022
Q1 		$966K Sell
17,039
-1,384
-8% -$85.5K 0.13% 99
2021
Q4 		$1.08M Buy
18,423
+93
+0.5% +$5.68K 0.15% 97
2021
Q3 		$1.07M Buy
18,330
+551
+3% +$30.8K 0.17% 87
2021
Q2 		$987K Sell
17,779
-181
-1% -$10.6K 0.16% 95
2021
Q1 		$1.05M Buy
17,960
+12,650
+238% +$693K 0.17% 86
2020
Q4 		$254K Buy
+5,310
New +$240K 0.06% 112
2020
Q3 		– Sell
-5,329
Closed -$200K – 131
2020
Q2 		$200K Buy
+5,329
New +$192K 0.06% 113
2020
Q1 		– Sell
-5,461
Closed -$308K – 106
2019
Q4 		$308K Buy
+5,461
New +$296K 0.12% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's TFC Position: Q1 2025 in Review

Marcum Wealth increased its Truist Financial (TFC) stake by 0.71% in Q1 2025, buying an estimated $4.1K and bringing the position to 13,051 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #182.

Marcum Wealth first reported a position in TFC in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2021. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Marcum Wealth held 13,051 shares of Truist Financial worth $537K as of Q1 2025.
  • Marcum Wealth bought 92 Truist Financial shares in Q1 2025, an estimated $4.1K.
  • Truist Financial made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #182 holding.
  • Marcum Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 20 quarters since.
  • Marcum Wealth's Truist Financial position peaked at $1.08M in Q4 2021.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.