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Operose Advisors’s Truist Financial TFC Stock Holding History

Operose 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
Q1 		– Sell
-185
Closed -$8.03K – 448
2024
Q4 		$8.03K Sell
185
-995
-84% -$44.4K ﹤0.01% 322
2024
Q3 		$50.5K Buy
1,180
+865
+275% +$36.5K 0.02% 273
2024
Q2 		$12.2K Hold
315
– – ﹤0.01% 419
2024
Q1 		$12.3K Sell
315
-574
-65% -$21K ﹤0.01% 458
2023
Q4 		$32.8K Sell
889
-211
-19% -$6.62K 0.01% 277
2023
Q3 		$31.5K Buy
+1,100
New +$33.8K 0.01% 393
2023
Q1 		– Sell
-418
Closed -$18K – 390
2022
Q4 		$18K Hold
418
– – 0.01% 229
2022
Q3 		$18K Buy
+418
New +$20.1K 0.01% 224

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Operose Advisors's TFC Position: Q1 2025 in Review

Operose Advisors sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 185 shares — an estimated $8.03K sold.

Operose Advisors first reported a position in TFC in Q3 2022 and held it in 8 quarters. The position peaked at $50.5K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Operose Advisors reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Operose Advisors sold 185 Truist Financial shares in Q1 2025, an estimated $8.03K.
  • Operose Advisors first reported a position in Truist Financial in Q3 2022 and held it in 8 quarters.
  • Operose Advisors's Truist Financial position peaked at $50.5K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.