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Rise Advisors’s Truist Financial TFC Stock Holding History

Rise 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
-810
Closed -$37K – 1289
2025
Q3 		$37K Buy
810
+19
+2% +$857 0.01% 323
2025
Q2 		$34K Buy
791
+9
+1% +$352 0.01% 310
2025
Q1 		$32.2K Sell
782
-70
-8% -$3.12K 0.01% 310
2024
Q4 		$37K Buy
852
+9
+1% +$402 0.02% 315
2024
Q3 		$36.1K Buy
843
+10
+1% +$422 0.02% 326
2024
Q2 		$32.4K Buy
833
+11
+1% +$416 0.02% 342
2024
Q1 		$32K Buy
+822
New +$30.1K 0.02% 357

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rise Advisors's TFC Position: Q4 2025 in Review

Rise Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 810 shares — an estimated $37K sold.

Rise Advisors first reported a position in TFC in Q1 2024 and held it in 7 quarters. The position peaked at $37K in Q3 2025. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Rise Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 810 Truist Financial shares in Q4 2025, an estimated $37K.
  • Rise Advisors first reported a position in Truist Financial in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Truist Financial position peaked at $37K in Q3 2025.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.