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Menard Financial Group’s Truist Financial TFC Stock Holding History

Menard Financial Group’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 		– Sell
-119
Closed -$5.16K – 282
2024
Q4 		$5.16K Sell
119
-18,193
-99% -$812K ﹤0.01% 247
2024
Q3 		$783K Buy
18,312
+489
+3% +$20.7K 0.52% 46
2024
Q2 		$692K Buy
17,823
+9,663
+118% +$365K 0.49% 43
2024
Q1 		$318K Buy
+8,160
New +$299K 0.27% 86

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

Menard Financial Group's TFC Position: Q1 2025 in Review

Menard Financial Group sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 119 shares — an estimated $5.16K sold.

Menard Financial Group first reported a position in TFC in Q1 2024 and held it in 4 quarters. The position peaked at $783K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Menard Financial Group reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 119 Truist Financial shares in Q1 2025, an estimated $5.16K.
  • Menard Financial Group first reported a position in Truist Financial in Q1 2024 and held it in 4 quarters.
  • Menard Financial Group's Truist Financial position peaked at $783K in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.