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Muirfield Wealth Advisors’s Truist Financial TFC Stock Holding History

Muirfield 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
-5,665
Closed -$259K – 80
2025
Q3 		$259K Buy
5,665
+62
+1% +$2.79K 0.19% 64
2025
Q2 		$241K Buy
5,603
+73
+1% +$2.86K 0.19% 64
2025
Q1 		$228K Buy
5,530
+62
+1% +$2.76K 0.19% 66
2024
Q4 		$237K Buy
5,468
+59
+1% +$2.63K 0.2% 62
2024
Q3 		$231K Buy
5,409
+63
+1% +$2.66K 0.2% 59
2024
Q2 		$208K Buy
5,346
+73
+1% +$2.76K 0.2% 58
2024
Q1 		$206K Sell
5,273
-377
-7% -$13.8K 0.2% 60
2023
Q4 		$209K Buy
+5,650
New +$177K 0.22% 56

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Muirfield Wealth Advisors's TFC Position: Q4 2025 in Review

Muirfield Wealth Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 5,665 shares — an estimated $259K sold.

Muirfield Wealth Advisors first reported a position in TFC in Q4 2023 and held it in 8 quarters. The position peaked at $259K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Muirfield Wealth Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Muirfield Wealth Advisors sold 5,665 Truist Financial shares in Q4 2025, an estimated $259K.
  • Muirfield Wealth Advisors first reported a position in Truist Financial in Q4 2023 and held it in 8 quarters.
  • Muirfield Wealth Advisors's Truist Financial position peaked at $259K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Muirfield Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.