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PSI Advisors’s Truist Financial TFC Stock Holding History

PSI Advisors’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
-188
Closed -$7.74K – 626
2025
Q1 		$7.74K Hold
188
– – ﹤0.01% 478
2024
Q4 		$8.15K Hold
188
– – ﹤0.01% 559
2024
Q3 		$8.04K Sell
188
-100
-35% -$4.22K ﹤0.01% 573
2024
Q2 		$11.2K Hold
288
– – ﹤0.01% 491
2024
Q1 		$11.2K Sell
288
-300
-51% -$11K ﹤0.01% 467
2023
Q4 		$21.7K Buy
588
+50
+9% +$1.57K 0.01% 396
2023
Q3 		$15.4K Sell
538
-707
-57% -$21.7K 0.01% 432
2023
Q2 		$37.8K Buy
1,245
+1,150
+1,211% +$35.7K 0.02% 283
2023
Q1 		$3.24K Hold
95
– – ﹤0.01% 574
2022
Q4 		$4.09K Hold
95
– – ﹤0.01% 542
2022
Q3 		$4K Sell
95
-93
-49% -$4.47K ﹤0.01% 565
2022
Q2 		$9K Hold
188
– – ﹤0.01% 489
2022
Q1 		$11K Buy
188
+94
+100% +$5.81K ﹤0.01% 463
2021
Q4 		$6K Buy
94
+1
+1% +$61 ﹤0.01% 576
2021
Q3 		$5K Buy
+93
New +$5.2K ﹤0.01% 585

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

PSI Advisors's TFC Position: Q2 2025 in Review

PSI Advisors sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 188 shares — an estimated $7.74K sold.

PSI Advisors first reported a position in TFC in Q3 2021 and held it in 15 quarters. The position peaked at $37.8K in Q2 2023. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • PSI Advisors reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 188 Truist Financial shares in Q2 2025, an estimated $7.74K.
  • PSI Advisors first reported a position in Truist Financial in Q3 2021 and held it in 15 quarters.
  • PSI Advisors's Truist Financial position peaked at $37.8K in Q2 2023.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.