Obsidian Personal Planning Solutions’s Truist Financial TFC Stock Holding History

Obsidian Personal Planning Solutions’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	$243K	Buy	+5,447	New	+$246K	0.08%	98

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

Obsidian Personal Planning Solutions's TFC Position: Q3 2025 in Review

Obsidian Personal Planning Solutions opened a new position in Truist Financial (TFC) in Q3 2025: 5,447 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #98 among its holdings.

1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Obsidian Personal Planning Solutions held 5,447 shares of Truist Financial worth $243K as of Q3 2025.
Truist Financial was a new Obsidian Personal Planning Solutions position in Q3 2025.
Truist Financial made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #98 holding.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.