Romano Brothers & Co’s Truist Financial TFC Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-5,075	Closed	-$220K	–	308
2024 Q4	$220K	Sell	5,075 -850	-14%	-$37.9K	0.03%	287
2024 Q3	$253K	Hold	5,925	–	–	0.03%	278
2024 Q2	$230K	Hold	5,925	–	–	0.03%	281
2024 Q1	$231K	Hold	5,925	–	–	0.03%	288
2023 Q4	$219K	Buy	+5,925	New	+$186K	0.03%	286
2023 Q3	–	Sell	-6,653	Closed	-$202K	–	308
2023 Q2	$202K	Hold	6,653	–	–	0.03%	297
2023 Q1	$227K	Sell	6,653 -510	-7%	-$22.3K	0.04%	279
2022 Q4	$308K	Buy	7,163 +152	+2%	+$6.67K	0.05%	252
2022 Q3	$305K	Buy	+7,011	New	+$337K	0.05%	248

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Romano Brothers & Co's TFC Position: Q1 2025 in Review

Romano Brothers & Co sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 5,075 shares — an estimated $220K sold.

Romano Brothers & Co first reported a position in TFC in Q3 2022 and held it in 9 quarters. The position peaked at $308K in Q4 2022. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Romano Brothers & Co reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Romano Brothers & Co sold 5,075 Truist Financial shares in Q1 2025, an estimated $220K.
Romano Brothers & Co first reported a position in Truist Financial in Q3 2022 and held it in 9 quarters.
Romano Brothers & Co's Truist Financial position peaked at $308K in Q4 2022.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Romano Brothers & Co's 13F filing for Q1 2025, filed 10 Apr 2025.