OPS
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Orion Portfolio Solutions’s Truist Financial TFC Stock Holding History

Orion Portfolio 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
Q1 		$4.03M Sell
97,860
-2,083
-2% -$92.8K 0.04% 413
2024
Q4 		$4.34M Buy
99,943
+2,702
+3% +$121K 0.04% 371
2024
Q3 		$4.16M Sell
97,241
-1,554
-2% -$65.6K 0.04% 393
2024
Q2 		$3.84M Sell
98,795
-437
-0.4% -$16.5K 0.04% 391
2024
Q1 		$3.87M Buy
99,232
+2,158
+2% +$78.9K 0.04% 391
2023
Q4 		$3.69M Sell
97,074
-5,914
-6% -$186K 0.04% 384
2023
Q3 		$2.95M Sell
102,988
-28,808
-22% -$886K 0.04% 452
2023
Q2 		$4M Sell
131,796
-11,288
-8% -$351K 0.04% 378
2023
Q1 		$4.88M Buy
143,084
+107,719
+305% +$4.7M 0.06% 280
2022
Q4 		$1.52M Buy
35,365
+14,475
+69% +$635K 0.05% 223
2022
Q3 		$910K Buy
20,890
+5,226
+33% +$251K 0.04% 288
2022
Q2 		$743K Sell
15,664
-841
-5% -$41.5K 0.03% 310
2022
Q1 		$936K Sell
16,505
-1,877
-10% -$116K 0.03% 274
2021
Q4 		$1.08M Buy
18,382
+1,433
+8% +$87.5K 0.04% 254
2021
Q3 		$994K Buy
16,949
+4,769
+39% +$266K 0.04% 259
2021
Q2 		$676K Buy
12,180
+915
+8% +$53.8K 0.03% 300
2021
Q1 		$657K Sell
11,265
-1,030
-8% -$56.5K 0.03% 269
2020
Q4 		$589K Buy
12,295
+326
+3% +$14.8K 0.03% 272
2020
Q3 		$455K Buy
11,969
+3,882
+48% +$146K 0.02% 284
2020
Q2 		$304K Buy
8,087
+2,961
+58% +$107K 0.02% 318
2020
Q1 		$158K Sell
5,126
-4,021
-44% -$190K 0.01% 357
2019
Q4 		$515K Buy
+9,147
New +$495K 0.04% 202

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

Orion Portfolio Solutions's TFC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Truist Financial (TFC) stake by 2.1% in Q1 2025, selling an estimated $92.8K and leaving 97,860 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #413.

Orion Portfolio Solutions first reported a position in TFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.88M in Q1 2023. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Orion Portfolio Solutions held 97,860 shares of Truist Financial worth $4.03M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,083 Truist Financial shares in Q1 2025, an estimated $92.8K.
  • Truist Financial made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #413 holding.
  • Orion Portfolio Solutions first reported a position in Truist Financial in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Truist Financial position peaked at $4.88M in Q1 2023.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.