NorthStar Asset Management (Pennsylvania)’s Truist Financial TFC Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 Q3	–	Sell	-5,000	Closed	-$215K	–	147
2025 Q2	$215K	Sell	5,000 -2,193	-30%	-$85.8K	0.05%	141
2025 Q1	$296K	Hold	7,193	–	–	0.07%	124
2024 Q4	$312K	Hold	7,193	–	–	0.07%	121
2024 Q3	$308K	Hold	7,193	–	–	0.07%	126
2024 Q2	$279K	Buy	+7,193	New	+$272K	0.07%	129

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s TFC Position: Q3 2025 in Review

NorthStar Asset Management (Pennsylvania) sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 5,000 shares — an estimated $215K sold.

NorthStar Asset Management (Pennsylvania) first reported a position in TFC in Q2 2024 and held it in 5 quarters. The position peaked at $312K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

NorthStar Asset Management (Pennsylvania) reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
NorthStar Asset Management (Pennsylvania) sold 5,000 Truist Financial shares in Q3 2025, an estimated $215K.
NorthStar Asset Management (Pennsylvania) first reported a position in Truist Financial in Q2 2024 and held it in 5 quarters.
NorthStar Asset Management (Pennsylvania)'s Truist Financial position peaked at $312K in Q4 2024.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q3 2025, filed 22 Oct 2025.