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Regal Investment Advisors’s Truist Financial TFC Stock Holding History

Regal Investment 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
Q4 		– Sell
-8,224
Closed -$376K – 603
2025
Q3 		$376K Buy
8,224
+1,608
+24% +$72.5K 0.02% 430
2025
Q2 		$284K Buy
+6,616
New +$259K 0.02% 433

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

Regal Investment Advisors's TFC Position: Q4 2025 in Review

Regal Investment Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 8,224 shares — an estimated $376K sold.

Regal Investment Advisors first reported a position in TFC in Q2 2025 and held it in 2 quarters. The position peaked at $376K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Regal Investment Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 8,224 Truist Financial shares in Q4 2025, an estimated $376K.
  • Regal Investment Advisors first reported a position in Truist Financial in Q2 2025 and held it in 2 quarters.
  • Regal Investment Advisors's Truist Financial position peaked at $376K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Regal Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.