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Parkworth Wealth Management’s Truist Financial TFC Stock Holding History

Parkworth Wealth Management’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
Q2 		$1.89K Buy
44
+27
+159% +$1.06K ﹤0.01% 277
2025
Q1 		$700 Buy
17
+4
+31% +$178 ﹤0.01% 336
2024
Q4 		$564 Buy
+13
New +$580 ﹤0.01% 402

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkworth Wealth Management's TFC Position: Q2 2025 in Review

Parkworth Wealth Management increased its Truist Financial (TFC) stake by 159% in Q2 2025, buying an estimated $1.06K and bringing the position to 44 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Parkworth Wealth Management first reported a position in TFC in Q4 2024 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Parkworth Wealth Management held 44 shares of Truist Financial worth $1.89K as of Q2 2025.
  • Parkworth Wealth Management bought 27 Truist Financial shares in Q2 2025, an estimated $1.06K.
  • Truist Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #277 holding.
  • Parkworth Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 3 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.