PCS
TFC icon

Personal CFO Solutions’s Truist Financial TFC Stock Holding History

Personal CFO Solutions’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 		– Sell
-7,119
Closed -$293K – 510
2025
Q1 		$293K Sell
7,119
-389
-5% -$17.3K 0.06% 322
2024
Q4 		$326K Buy
7,508
+94
+1% +$4.2K 0.06% 296
2024
Q3 		$317K Buy
7,414
+1,545
+26% +$65.2K 0.04% 402
2024
Q2 		$228K Buy
+5,869
New +$222K 0.04% 464
2023
Q1 		– Sell
-5,200
Closed -$224K – 502
2022
Q4 		$224K Buy
+5,200
New +$228K 0.05% 392

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

Personal CFO Solutions's TFC Position: Q2 2025 in Review

Personal CFO Solutions sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 7,119 shares — an estimated $293K sold.

Personal CFO Solutions first reported a position in TFC in Q4 2022 and held it in 5 quarters. The position peaked at $326K in Q4 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Personal CFO Solutions reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 7,119 Truist Financial shares in Q2 2025, an estimated $293K.
  • Personal CFO Solutions first reported a position in Truist Financial in Q4 2022 and held it in 5 quarters.
  • Personal CFO Solutions's Truist Financial position peaked at $326K in Q4 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.