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Proquility Private Wealth Partners’s Truist Financial TFC Stock Holding History

Proquility Private Wealth Partners’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
Q1 		$4.27M Buy
103,686
+3,978
+4% +$177K 1.31% 24
2024
Q4 		$4.33M Sell
99,708
-988
-1% -$44.1K 1.39% 25
2024
Q3 		$4.31M Sell
100,696
-129
-0.1% -$5.45K 1.38% 20
2024
Q2 		$3.92M Buy
100,825
+25,759
+34% +$973K 1.34% 22
2024
Q1 		$2.93M Buy
75,066
+25,763
+52% +$942K 1% 35
2023
Q4 		$1.82M Sell
49,303
-9,917
-17% -$311K 0.69% 45
2023
Q3 		$1.69M Sell
59,220
-1,341
-2% -$41.2K 0.7% 44
2023
Q2 		$1.84M Buy
60,561
+6,660
+12% +$207K 0.72% 43
2023
Q1 		$1.84M Buy
53,901
+29,203
+118% +$1.27M 0.73% 45
2022
Q4 		$1.06M Sell
24,698
-21,038
-46% -$923K 0.44% 61
2022
Q3 		$1.99M Buy
45,736
+4,458
+11% +$214K 0.92% 41
2022
Q2 		$1.96M Sell
41,278
-1,540
-4% -$76K 0.84% 44
2022
Q1 		$1.99M Buy
42,818
+732
+2% +$45.2K 0.83% 48
2021
Q4 		$2.72M Sell
42,086
-1,352
-3% -$82.6K 0.96% 36
2021
Q3 		$2.55M Buy
43,438
+1,291
+3% +$72.1K 0.96% 36
2021
Q2 		$2.34M Buy
42,147
+1,028
+3% +$60.4K 0.88% 43
2021
Q1 		$2.4M Buy
41,119
+19,633
+91% +$1.08M 0.96% 37
2020
Q4 		$1.03M Buy
+21,486
New +$973K 0.47% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proquility Private Wealth Partners's TFC Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Truist Financial (TFC) stake by 4% in Q1 2025, buying an estimated $177K and bringing the position to 103,686 shares worth $4.27M. The position accounts for 1.31% of the portfolio, ranked #24.

Proquility Private Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.33M in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Proquility Private Wealth Partners held 103,686 shares of Truist Financial worth $4.27M as of Q1 2025.
  • Proquility Private Wealth Partners bought 3,978 Truist Financial shares in Q1 2025, an estimated $177K.
  • Truist Financial made up 1.31% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #24 holding.
  • Proquility Private Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's Truist Financial position peaked at $4.33M in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.