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Nalls Sherbakoff Group’s Truist Financial TFC Stock Holding History

Nalls Sherbakoff 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
Q4 		$572K Hold
11,622
– – 0.41% 48
2025
Q3 		$531K Hold
11,622
– – 0.36% 52
2025
Q2 		$500K Hold
11,622
– – 0.36% 53
2025
Q1 		$478K Buy
+11,622
New +$518K 0.39% 49
2023
Q4 		$442K Buy
11,962
+168
+1% +$5.27K 0.39% 45
2023
Q3 		$337K Buy
11,794
+335
+3% +$10.3K 0.33% 49
2023
Q2 		$349K Hold
11,459
– – 0.34% 48
2023
Q1 		$388K Buy
+11,459
New +$500K 0.39% 47
2018
Q4 		$35K Buy
+800
New +$38.4K 0.06% 172

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

Nalls Sherbakoff Group's TFC Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Truist Financial (TFC) position steady in Q4 2025 at 11,622 shares worth $572K. The position accounts for 0.41% of the portfolio, ranked #48.

Nalls Sherbakoff Group first reported a position in TFC in Q4 2018 and has held it in 9 quarters since. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Nalls Sherbakoff Group held 11,622 shares of Truist Financial worth $572K as of Q4 2025.
  • Nalls Sherbakoff Group left its Truist Financial share count unchanged in Q4 2025.
  • Truist Financial made up 0.41% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #48 holding.
  • Nalls Sherbakoff Group first reported a position in Truist Financial in Q4 2018 and has held it in 9 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.