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Moloney Securities Asset Management’s Truist Financial TFC Stock Holding History

Moloney Securities Asset Management’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 		$1.27M Sell
27,687
-24,289
-47% -$1.1M 0.15% 161
2025
Q2 		$2.23M Buy
51,976
+409
+0.8% +$16K 0.28% 82
2025
Q1 		$2.12M Sell
51,567
-16,570
-24% -$738K 0.29% 83
2024
Q4 		$2.96M Sell
68,137
-2,816
-4% -$126K 0.4% 65
2024
Q3 		$3.03M Sell
70,953
-741
-1% -$31.3K 0.41% 65
2024
Q2 		$2.79M Sell
71,694
-496
-0.7% -$18.7K 0.4% 63
2024
Q1 		$2.81M Sell
72,190
-13,309
-16% -$487K 0.42% 62
2023
Q4 		$3.16M Sell
85,499
-240
-0.3% -$7.54K 0.5% 49
2023
Q3 		$2.45M Sell
85,739
-1,086
-1% -$33.4K 0.44% 58
2023
Q2 		$2.64M Buy
86,825
+28,980
+50% +$900K 0.47% 53
2023
Q1 		$1.97M Buy
57,845
+13,868
+32% +$605K 0.37% 68
2022
Q4 		$1.89M Sell
43,977
-702
-2% -$30.8K 0.42% 63
2022
Q3 		$1.95M Buy
44,679
+2,338
+6% +$112K 0.47% 59
2022
Q2 		$2.01M Sell
42,341
-1,773
-4% -$87.4K 0.47% 63
2022
Q1 		$2.5M Buy
44,114
+526
+1% +$32.5K 0.49% 55
2021
Q4 		$2.55M Sell
43,588
-498
-1% -$30.4K 0.43% 52
2021
Q3 		$2.59M Buy
44,086
+670
+2% +$37.4K 0.47% 61
2021
Q2 		$2.41M Buy
43,416
+2,365
+6% +$139K 0.44% 70
2021
Q1 		$2.39M Sell
41,051
-26,908
-40% -$1.47M 0.47% 69
2020
Q4 		$3.26M Sell
67,959
-2,403
-3% -$109K 0.72% 33
2020
Q3 		$2.68M Buy
70,362
+5,074
+8% +$191K 0.71% 40
2020
Q2 		$2.45M Buy
65,288
+6,319
+11% +$228K 0.71% 39
2020
Q1 		$1.82M Buy
58,969
+46,072
+357% +$2.18M 0.65% 51
2019
Q4 		$726K Buy
12,897
+3,286
+34% +$178K 0.22% 125
2019
Q3 		$513K Sell
9,611
-91
-0.9% -$4.51K 0.17% 150
2019
Q2 		$477K Sell
9,702
-237
-2% -$11.6K 0.16% 159
2019
Q1 		$462K Buy
+9,939
New +$485K 0.16% 167

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

Moloney Securities Asset Management's TFC Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Truist Financial (TFC) stake by 47% in Q3 2025, selling an estimated $1.1M and leaving 27,687 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #161.

Moloney Securities Asset Management first reported a position in TFC in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.26M in Q4 2020. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Moloney Securities Asset Management held 27,687 shares of Truist Financial worth $1.27M as of Q3 2025.
  • Moloney Securities Asset Management sold 24,289 Truist Financial shares in Q3 2025, an estimated $1.1M.
  • Truist Financial made up 0.15% of Moloney Securities Asset Management's portfolio in Q3 2025, its #161 holding.
  • Moloney Securities Asset Management first reported a position in Truist Financial in Q1 2019 and has held it in 27 quarters since.
  • Moloney Securities Asset Management's Truist Financial position peaked at $3.26M in Q4 2020.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.