R Squared’s Truist Financial TFC Stock Holding History

R Squared’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	-10,610	Closed	-$437K	–	557
2025 Q1	$437K	Buy	+10,610	New	+$473K	0.47%	61

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

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

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

R Squared's TFC Position: Q2 2025 in Review

R Squared sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 10,610 shares — an estimated $437K sold.

R Squared first reported a position in TFC in Q1 2025 and held it in 1 quarter. The position peaked at $437K in Q1 2025. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

R Squared reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
R Squared sold 10,610 Truist Financial shares in Q2 2025, an estimated $437K.
R Squared first reported a position in Truist Financial in Q1 2025 and held it in 1 quarter.
R Squared's Truist Financial position peaked at $437K in Q1 2025.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.