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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
2024
Q2 		– Sell
-1,000
Closed -$39 – 207
2024
Q1 		$39 Buy
+1,000
New +$36.6K ﹤0.01% 165

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