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Oak Hill Wealth Advisors’s Truist Financial TFC Stock Holding History

Oak Hill Wealth 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
Q3 		$663K Buy
14,494
+650
+5% +$29.3K 0.12% 90
2025
Q2 		$629K Sell
13,844
-677
-5% -$26.5K 0.13% 84
2025
Q1 		$598K Sell
14,521
-18
-0.1% -$802 0.14% 76
2024
Q4 		$631K Buy
+14,539
New +$649K 0.15% 68

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

Oak Hill Wealth Advisors's TFC Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Truist Financial (TFC) stake by 4.7% in Q3 2025, buying an estimated $29.3K and bringing the position to 14,494 shares worth $663K. The position accounts for 0.12% of the portfolio, ranked #90.

Oak Hill Wealth Advisors first reported a position in TFC in Q4 2024 and has held it in 4 quarters since. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Oak Hill Wealth Advisors held 14,494 shares of Truist Financial worth $663K as of Q3 2025.
  • Oak Hill Wealth Advisors bought 650 Truist Financial shares in Q3 2025, an estimated $29.3K.
  • Truist Financial made up 0.12% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #90 holding.
  • Oak Hill Wealth Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 4 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.