NAM
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NorthCrest Asset Manangement’s Truist Financial TFC Stock Holding History

NorthCrest Asset Manangement’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
-4,817
Closed -$218K – 850
2025
Q3 		$218K Buy
+4,817
New +$217K 0.01% 696

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

NorthCrest Asset Manangement's TFC Position: Q4 2025 in Review

NorthCrest Asset Manangement sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 4,817 shares — an estimated $218K sold.

NorthCrest Asset Manangement first reported a position in TFC in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • NorthCrest Asset Manangement reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 4,817 Truist Financial shares in Q4 2025, an estimated $218K.
  • NorthCrest Asset Manangement first reported a position in Truist Financial in Q3 2025 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Truist Financial position peaked at $218K in Q3 2025.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q4 2025, filed 8 Jan 2026.