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PBMares Wealth Management’s Truist Financial TFC Stock Holding History

PBMares 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
Q3 		$1.44M Buy
31,564
+624
+2% +$28.1K 0.23% 53
2025
Q2 		$1.33M Buy
30,940
+28
+0.1% +$1.1K 0.24% 51
2025
Q1 		$1.27M Buy
30,912
+1,642
+6% +$73.2K 0.25% 56
2024
Q4 		$1.27M Buy
29,270
+224
+0.8% +$10K 0.26% 56
2024
Q3 		$1.24M Buy
29,046
+2,013
+7% +$85K 0.26% 57
2024
Q2 		$1.05M Buy
27,033
+700
+3% +$26.4K 0.26% 63
2024
Q1 		$1.03M Buy
+26,333
New +$963K 0.27% 60
2022
Q4 		– Sell
-5,476
Closed -$238K – 168
2022
Q3 		$238K Hold
5,476
– – 0.1% 138
2022
Q2 		$260K Buy
5,476
+50
+0.9% +$2.47K 0.11% 129
2022
Q1 		$308K Hold
5,426
– – 0.19% 114
2021
Q4 		$318K Sell
5,426
-1
-0% -$61 0.13% 122
2021
Q3 		$318K Sell
5,427
-850
-14% -$47.5K 0.15% 118
2021
Q2 		$348K Sell
6,277
-84
-1% -$4.93K 0.19% 109
2021
Q1 		$371K Buy
6,361
+1,275
+25% +$69.9K 0.3% 93
2020
Q4 		$244K Sell
5,086
-505
-9% -$22.9K 0.28% 111
2020
Q3 		$213K Buy
+5,591
New +$211K 0.31% 97
2020
Q1 		– Sell
-3,854
Closed -$217K – 127
2019
Q4 		$217K Buy
+3,854
New +$209K 0.26% 113

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PBMares Wealth Management's TFC Position: Q3 2025 in Review

PBMares Wealth Management increased its Truist Financial (TFC) stake by 2% in Q3 2025, buying an estimated $28.1K and bringing the position to 31,564 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #53.

PBMares Wealth Management first reported a position in TFC in Q4 2019 and has held it in 17 quarters since. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • PBMares Wealth Management held 31,564 shares of Truist Financial worth $1.44M as of Q3 2025.
  • PBMares Wealth Management bought 624 Truist Financial shares in Q3 2025, an estimated $28.1K.
  • Truist Financial made up 0.23% of PBMares Wealth Management's portfolio in Q3 2025, its #53 holding.
  • PBMares Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 17 quarters since.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.