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Puff Wealth Management’s Truist Financial TFC Stock Holding History

Puff 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
Q3 		– Sell
-10
Closed -$430 – 122
2025
Q2 		$430 Sell
10
-5
-33% -$196 ﹤0.01% 125
2025
Q1 		$623 Buy
+15
New +$668 ﹤0.01% 98

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Puff Wealth Management's TFC Position: Q3 2025 in Review

Puff Wealth Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 10 shares — an estimated $430 sold.

Puff Wealth Management first reported a position in TFC in Q1 2025 and held it in 2 quarters. The position peaked at $623 in Q1 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Puff Wealth Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 10 Truist Financial shares in Q3 2025, an estimated $430.
  • Puff Wealth Management first reported a position in Truist Financial in Q1 2025 and held it in 2 quarters.
  • Puff Wealth Management's Truist Financial position peaked at $623 in Q1 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.