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Mid-American Wealth Advisory Group’s Truist Financial TFC Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-178
Closed -$7.65K – 293
2025
Q2 		$7.65K Buy
+178
New +$6.96K ﹤0.01% 198

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

Mid-American Wealth Advisory Group's TFC Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 178 shares — an estimated $7.65K sold.

Mid-American Wealth Advisory Group first reported a position in TFC in Q2 2025 and held it in 1 quarter. The position peaked at $7.65K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 178 Truist Financial shares in Q3 2025, an estimated $7.65K.
  • Mid-American Wealth Advisory Group first reported a position in Truist Financial in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Truist Financial position peaked at $7.65K in Q2 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.