PAS
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Parsonex Advisory Services’s Truist Financial TFC Stock Holding History

Parsonex Advisory 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
2026
Q1 		– Sell
-5,078
Closed -$250K – 93
2025
Q4 		$250K Sell
5,078
-93
-2% -$4.28K 0.16% 89
2025
Q3 		$236K Buy
5,171
+379
+8% +$17.1K 0.16% 89
2025
Q2 		$206K Buy
+4,792
New +$187K 0.17% 95

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Parsonex Advisory Services's TFC Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 5,078 shares — an estimated $250K sold.

Parsonex Advisory Services first reported a position in TFC in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 5,078 Truist Financial shares in Q1 2026, an estimated $250K.
  • Parsonex Advisory Services first reported a position in Truist Financial in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's Truist Financial position peaked at $250K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.