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ORG Partners’s Truist Financial TFC Stock Holding History

ORG Partners’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 		$17.8K Sell
361
-50
-12% -$2.3K ﹤0.01% 844
2025
Q3 		$18.8K Buy
411
+138
+51% +$6.22K ﹤0.01% 816
2025
Q2 		$12.1K Buy
273
+241
+753% +$9.43K ﹤0.01% 864
2025
Q1 		$1.31K Sell
32
-122
-79% -$5.43K ﹤0.01% 1136
2024
Q4 		$6.68K Hold
154
– – ﹤0.01% 968
2024
Q3 		$6.59K Sell
154
-93
-38% -$3.93K ﹤0.01% 851
2024
Q2 		$9.69K Buy
247
+66
+36% +$2.49K ﹤0.01% 1255
2024
Q1 		$6.94K Buy
181
+86
+91% +$3.15K 0.01% 315
2023
Q4 		$3.52K Sell
95
-304
-76% -$9.54K ﹤0.01% 892
2023
Q3 		$11.4K Sell
399
-2,652
-87% -$81.6K ﹤0.01% 805
2023
Q2 		$95.8K Buy
+3,051
New +$94.8K 0.02% 535

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
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

ORG Partners's TFC Position: Q4 2025 in Review

ORG Partners reduced its Truist Financial (TFC) stake by 12% in Q4 2025, selling an estimated $2.3K and leaving 361 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

ORG Partners first reported a position in TFC in Q2 2023 and has held it in 11 quarters since. The position peaked at $95.8K in Q2 2023. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • ORG Partners held 361 shares of Truist Financial worth $17.8K as of Q4 2025.
  • ORG Partners sold 50 Truist Financial shares in Q4 2025, an estimated $2.3K.
  • Truist Financial made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #844 holding.
  • ORG Partners first reported a position in Truist Financial in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Truist Financial position peaked at $95.8K in Q2 2023.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.