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Marshall & Sterling Wealth Advisors’s Truist Financial TFC Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-1,303
Closed -$59.6K – 595
2025
Q3 		$59.6K Buy
1,303
+159
+14% +$7.17K 0.04% 158
2025
Q2 		$49.2K Sell
1,144
-223
-16% -$8.72K 0.03% 165
2025
Q1 		$56.3K Buy
+1,367
New +$60.9K 0.04% 139

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 $3.37T AUM 44.26% 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

Marshall & Sterling Wealth Advisors's TFC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 1,303 shares — an estimated $59.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in TFC in Q1 2025 and held it in 3 quarters. The position peaked at $59.6K in Q3 2025. 1,670 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 1,303 Truist Financial shares in Q4 2025, an estimated $59.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Truist Financial in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Truist Financial position peaked at $59.6K in Q3 2025.
  • 1,670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.