MLA
TFC icon

My Legacy Advisors’s Truist Financial TFC Stock Holding History

My Legacy 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 		$931K Buy
20,465
+4,980
+32% +$195K 0.33% 85
2025
Q1 		$637K Buy
15,485
+2,124
+16% +$94.6K 0.25% 117
2024
Q4 		$606K Buy
13,361
+1,862
+16% +$83.1K 0.24% 114
2024
Q3 		$492K Buy
11,499
+1,566
+16% +$66.1K 0.19% 131
2024
Q2 		$386K Sell
9,933
-1
-0% -$38 0.12% 172
2024
Q1 		$387K Sell
9,934
-10
-0.1% -$366 0.13% 174
2023
Q4 		$371K Buy
+9,944
New +$312K 0.13% 169

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

My Legacy Advisors's TFC Position: Q2 2025 in Review

My Legacy Advisors increased its Truist Financial (TFC) stake by 32% in Q2 2025, buying an estimated $195K and bringing the position to 20,465 shares worth $931K. The position accounts for 0.33% of the portfolio, ranked #85.

My Legacy Advisors first reported a position in TFC in Q4 2023 and has held it in 7 quarters since. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • My Legacy Advisors held 20,465 shares of Truist Financial worth $931K as of Q2 2025.
  • My Legacy Advisors bought 4,980 Truist Financial shares in Q2 2025, an estimated $195K.
  • Truist Financial made up 0.33% of My Legacy Advisors's portfolio in Q2 2025, its #85 holding.
  • My Legacy Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 7 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.