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Ransom Advisory’s Truist Financial TFC Stock Holding History

Ransom Advisory’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 		$580K Sell
11,783
-647
-5% -$29.8K 0.23% 75
2025
Q3 		$568K Sell
12,430
-700
-5% -$31.6K 0.26% 65
2025
Q2 		$564K Buy
13,130
+330
+3% +$12.9K 0.27% 67
2025
Q1 		$527K Buy
12,800
+70
+0.5% +$3.12K 0.26% 73
2024
Q4 		$552K Hold
12,730
– – 0.25% 73
2024
Q3 		$544K Sell
12,730
-394
-3% -$16.6K 0.25% 78
2024
Q2 		$510K Sell
13,124
-1,712
-12% -$64.7K 0.26% 74
2024
Q1 		$578K Buy
+14,836
New +$543K 0.31% 70

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

Ransom Advisory's TFC Position: Q4 2025 in Review

Ransom Advisory reduced its Truist Financial (TFC) stake by 5.2% in Q4 2025, selling an estimated $29.8K and leaving 11,783 shares worth $580K. The position accounts for 0.23% of the portfolio, ranked #75.

Ransom Advisory first reported a position in TFC in Q1 2024 and has held it in 8 quarters since. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Ransom Advisory held 11,783 shares of Truist Financial worth $580K as of Q4 2025.
  • Ransom Advisory sold 647 Truist Financial shares in Q4 2025, an estimated $29.8K.
  • Truist Financial made up 0.23% of Ransom Advisory's portfolio in Q4 2025, its #75 holding.
  • Ransom Advisory first reported a position in Truist Financial in Q1 2024 and has held it in 8 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.