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SageView Advisory Group’s Truist Financial TFC Stock Holding History

SageView Advisory Group’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 		$2.33M Sell
47,447
-926
-2% -$42.6K 0.08% 137
2025
Q3 		$2.21M Buy
48,373
+39,026
+418% +$1.76M 0.08% 145
2025
Q2 		$421K Buy
9,347
+2,110
+29% +$82.6K 0.02% 410
2025
Q1 		$298K Buy
7,237
+1,709
+31% +$76.1K 0.01% 471
2024
Q4 		$240K Buy
+5,528
New +$247K 0.01% 519
2023
Q1 		– Sell
-6,797
Closed -$292K – 487
2022
Q4 		$292K Buy
+6,797
New +$298K 0.02% 327

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

SageView Advisory Group's TFC Position: Q4 2025 in Review

SageView Advisory Group reduced its Truist Financial (TFC) stake by 1.9% in Q4 2025, selling an estimated $42.6K and leaving 47,447 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #137.

SageView Advisory Group first reported a position in TFC in Q4 2022 and has held it in 6 quarters since. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • SageView Advisory Group held 47,447 shares of Truist Financial worth $2.33M as of Q4 2025.
  • SageView Advisory Group sold 926 Truist Financial shares in Q4 2025, an estimated $42.6K.
  • Truist Financial made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #137 holding.
  • SageView Advisory Group first reported a position in Truist Financial in Q4 2022 and has held it in 6 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.