Prosperity Wealth Management’s Truist Financial TFC Stock Holding History

Prosperity 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 Q4	$691K	Hold	14,032	–	–	0.23%	98
2025 Q3	$642K	Buy	14,032 +8	+0.1%	+$361	0.22%	105
2025 Q2	$603K	Hold	14,024	–	–	0.22%	101
2025 Q1	$577K	Hold	14,024	–	–	0.27%	86
2024 Q4	$608K	Hold	14,024	–	–	0.25%	74
2024 Q3	$600K	Hold	14,024	–	–	0.24%	77
2024 Q2	$545K	Hold	14,024	–	–	0.27%	80
2024 Q1	$547K	Hold	14,024	–	–	0.26%	64
2023 Q4	$518K	Hold	14,024	–	–	0.34%	49
2023 Q3	$401K	Hold	14,024	–	–	0.26%	69
2023 Q2	$426K	Hold	14,024	–	–	0.28%	51
2023 Q1	$478K	Hold	14,024	–	–	0.38%	54
2022 Q4	$603K	Buy	+14,024	New	+$615K	0.57%	40

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prosperity Wealth Management's TFC Position: Q4 2025 in Review

Prosperity Wealth Management held its Truist Financial (TFC) position steady in Q4 2025 at 14,032 shares worth $691K. The position accounts for 0.23% of the portfolio, ranked #98.

Prosperity Wealth Management first reported a position in TFC in Q4 2022 and has held it in 13 quarters since. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Prosperity Wealth Management held 14,032 shares of Truist Financial worth $691K as of Q4 2025.
Prosperity Wealth Management left its Truist Financial share count unchanged in Q4 2025.
Truist Financial made up 0.23% of Prosperity Wealth Management's portfolio in Q4 2025, its #98 holding.
Prosperity Wealth Management first reported a position in Truist Financial in Q4 2022 and has held it in 13 quarters since.
1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.