Peak Planning Group’s Truist Financial TFC Stock Holding History

Peak Planning Group’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	-5,722	Closed	-$246K	–	99
2025 Q2	$246K	Buy	+5,722	New	+$224K	0.16%	78

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

Peak Planning Group's TFC Position: Q3 2025 in Review

Peak Planning Group sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 5,722 shares — an estimated $246K sold.

Peak Planning Group first reported a position in TFC in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Peak Planning Group reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Peak Planning Group sold 5,722 Truist Financial shares in Q3 2025, an estimated $246K.
Peak Planning Group first reported a position in Truist Financial in Q2 2025 and held it in 1 quarter.
Peak Planning Group's Truist Financial position peaked at $246K in Q2 2025.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Peak Planning Group's 13F filing for Q3 2025, filed 26 May 2026.