Orrstown Financial Services’s Truist Financial TFC Stock Holding History

Orrstown Financial Services’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	–	Sell	-12,186	Closed	-$524K	–	139
2025 Q2	$524K	Buy	+12,186	New	+$477K	0.11%	92
2019 Q4	–	Sell	-460	Closed	-$22K	–	200
2019 Q3	$22K	Buy	+460	New	+$22.8K	0.03%	160
2017 Q2	–	Sell	-6,132	Closed	-$274K	–	275
2017 Q1	$274K	Sell	6,132 -1,204	-16%	-$56.3K	0.28%	81
2016 Q4	$332K	Hold	7,336	–	–	0.34%	77
2016 Q3	$277K	Buy	7,336 +2,463	+51%	+$91.7K	0.29%	81
2016 Q2	$174K	Buy	4,873 +1,204	+33%	+$42.1K	0.19%	83
2016 Q1	$122K	Hold	3,669	–	–	0.13%	85
2015 Q4	$139K	Sell	3,669 -3,256	-47%	-$122K	0.15%	87
2015 Q3	$246K	Buy	6,925 +6,225	+889%	+$240K	0.29%	80
2015 Q2	$28K	Hold	700	–	–	0.03%	137
2015 Q1	$27K	Hold	700	–	–	0.03%	137
2014 Q4	$27K	Hold	700	–	–	0.03%	141
2014 Q3	$26K	Hold	700	–	–	0.03%	141
2014 Q2	$28K	Hold	700	–	–	0.03%	136
2014 Q1	$28K	Hold	700	–	–	0.03%	128
2013 Q4	$26K	Hold	700	–	–	0.03%	129
2013 Q3	$24K	Hold	700	–	–	0.03%	134
2013 Q2	$24K	Buy	+700	New	+$22.3K	0.03%	120

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

Orrstown Financial Services's TFC Position: Q3 2025 in Review

Orrstown Financial Services sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 12,186 shares — an estimated $524K sold.

Orrstown Financial Services first reported a position in TFC in Q2 2013 and held it in 18 quarters. The position peaked at $524K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Orrstown Financial Services reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Orrstown Financial Services sold 12,186 Truist Financial shares in Q3 2025, an estimated $524K.
Orrstown Financial Services first reported a position in Truist Financial in Q2 2013 and held it in 18 quarters.
Orrstown Financial Services's Truist Financial position peaked at $524K in Q2 2025.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Orrstown Financial Services's 13F filing for Q3 2025, filed 10 Oct 2025.