PFG Private Wealth Management’s Truist Financial TFC Stock Holding History

PFG Private 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	–	Sell	-88	Closed	-$3.62K	–	232
2025 Q1	$3.62K	Hold	88	–	–	﹤0.01%	191
2024 Q4	$3.82K	Sell	88 -13	-13%	-$580	﹤0.01%	166
2024 Q3	$4.32K	Hold	101	–	–	﹤0.01%	167
2024 Q2	$3.92K	Hold	101	–	–	﹤0.01%	167
2024 Q1	$3.94K	Hold	101	–	–	﹤0.01%	160
2023 Q4	$3.73K	Sell	101 -1,117	-92%	-$35.1K	﹤0.01%	168
2023 Q3	$34.8K	Sell	1,218 -1,221	-50%	-$37.5K	0.03%	118
2023 Q2	$74K	Buy	2,439 +494	+25%	+$15.3K	0.04%	139
2023 Q1	$66.3K	Buy	1,945 +289	+17%	+$12.6K	0.04%	139
2022 Q4	$71K	Sell	1,656 -346	-17%	-$15.2K	0.04%	120
2022 Q3	$87K	Sell	2,002 -15	-0.7%	-$722	0.06%	89
2022 Q2	$96K	Buy	2,017 +54	+3%	+$2.66K	0.05%	106
2022 Q1	$111K	Buy	+1,963	New	+$121K	0.06%	100

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PFG Private Wealth Management's TFC Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 88 shares — an estimated $3.62K sold.

PFG Private Wealth Management first reported a position in TFC in Q1 2022 and held it in 13 quarters. The position peaked at $111K in Q1 2022. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

PFG Private Wealth Management reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 88 Truist Financial shares in Q2 2025, an estimated $3.62K.
PFG Private Wealth Management first reported a position in Truist Financial in Q1 2022 and held it in 13 quarters.
PFG Private Wealth Management's Truist Financial position peaked at $111K in Q1 2022.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.