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McClarren Financial Advisors’s Truist Financial TFC Stock Holding History

McClarren Financial 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
Q2 		– Sell
-166
Closed -$6K – 270
2025
Q1 		$6K Buy
166
+60
+57% +$2.67K ﹤0.01% 232
2024
Q4 		$4K Sell
106
-113
-52% -$5.04K 0.01% 172
2024
Q3 		$9 Buy
219
+142
+184% +$6K ﹤0.01% 190
2024
Q2 		$6K Sell
77
-82
-52% -$3.1K ﹤0.01% 263
2024
Q1 		$7K Buy
159
+2
+1% +$73 0.01% 252
2023
Q4 		$6K Buy
157
+1
+0.6% +$31 ﹤0.01% 294
2023
Q3 		$3K Buy
156
+103
+194% +$3.17K ﹤0.01% 295
2023
Q2 		$1K Buy
53
+1
+2% +$31 ﹤0.01% 320
2023
Q1 		$1K Hold
52
– – ﹤0.01% 313
2022
Q4 		$2K Buy
52
+1
+2% +$44 ﹤0.01% 302
2022
Q3 		$2K Buy
+51
New +$2.45K ﹤0.01% 281
2022
Q2 		– Sell
-50
Closed -$2K – 245
2022
Q1 		$2K Sell
50
-1
-2% -$62 ﹤0.01% 258
2021
Q4 		$3K Buy
51
+2
+4% +$122 ﹤0.01% 286
2021
Q3 		$2K Hold
49
– – ﹤0.01% 264
2021
Q2 		$2K Hold
49
– – ﹤0.01% 285
2021
Q1 		$3K Buy
+49
New +$2.69K ﹤0.01% 236

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McClarren Financial Advisors's TFC Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 166 shares — an estimated $6K sold.

McClarren Financial Advisors first reported a position in TFC in Q1 2021 and held it in 16 quarters. The position peaked at $7K in Q1 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 166 Truist Financial shares in Q2 2025, an estimated $6K.
  • McClarren Financial Advisors first reported a position in Truist Financial in Q1 2021 and held it in 16 quarters.
  • McClarren Financial Advisors's Truist Financial position peaked at $7K in Q1 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.