Norris Financial Group’s Truist Financial TFC Stock Holding History

Norris Financial 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
2026 Q1	$1.66M	Sell	36,177 -2,243	-6%	-$111K	0.54%	49
2025 Q4	$1.89M	Buy	38,420 +327	+0.9%	+$15.1K	0.64%	48
2025 Q3	$1.74M	Buy	38,093 +635	+2%	+$28.6K	0.64%	47
2025 Q2	$1.61M	Sell	37,458 -1,455	-4%	-$56.9K	0.66%	43
2025 Q1	$1.6M	Buy	38,913 +949	+2%	+$42.3K	0.75%	37
2024 Q4	$1.65M	Sell	37,964 -974	-3%	-$43.5K	0.77%	35
2024 Q3	$1.67M	Sell	38,938 -212	-0.5%	-$8.95K	0.82%	34
2024 Q2	$1.52M	Sell	39,150 -1,088	-3%	-$41.1K	0.79%	36
2024 Q1	$1.57M	Buy	+40,238	New	+$1.47M	0.86%	33
2023 Q2	–	Sell	-43,906	Closed	-$1.5M	–	72
2023 Q1	$1.5M	Buy	43,906 +20,778	+90%	+$907K	1.1%	31
2022 Q4	$995K	Sell	23,128 -121	-0.5%	-$5.31K	0.84%	30
2022 Q3	$1.01M	Buy	23,249 +256	+1%	+$12.3K	0.93%	29
2022 Q2	$1.09M	Buy	+22,993	New	+$1.13M	0.88%	29

Other funds holding TFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return