SC&H Financial Advisors’s Truist Financial TFC Stock Holding History

SC&H Financial 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 Q3	–	Sell	-5,183	Closed	-$223K	–	156
2025 Q2	$223K	Sell	5,183 -150	-3%	-$5.87K	0.04%	142
2025 Q1	$219K	Hold	5,333	–	–	0.04%	144
2024 Q4	$231K	Hold	5,333	–	–	0.05%	140
2024 Q3	$228K	Buy	5,333 +150	+3%	+$6.33K	0.05%	141
2024 Q2	$201K	Hold	5,183	–	–	0.05%	140
2024 Q1	$202K	Buy	+5,183	New	+$190K	0.05%	143
2023 Q1	–	Sell	-5,183	Closed	-$223K	–	136
2022 Q4	$223K	Hold	5,183	–	–	0.09%	120
2022 Q3	$226K	Hold	5,183	–	–	0.11%	119
2022 Q2	$246K	Hold	5,183	–	–	0.11%	125
2022 Q1	$294K	Hold	5,183	–	–	0.14%	122
2021 Q4	$303K	Buy	+5,183	New	+$317K	0.17%	120

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SC&H Financial Advisors's TFC Position: Q3 2025 in Review

SC&H Financial Advisors sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 5,183 shares — an estimated $223K sold.

SC&H Financial Advisors first reported a position in TFC in Q4 2021 and held it in 11 quarters. The position peaked at $303K in Q4 2021. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

SC&H Financial Advisors reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
SC&H Financial Advisors sold 5,183 Truist Financial shares in Q3 2025, an estimated $223K.
SC&H Financial Advisors first reported a position in Truist Financial in Q4 2021 and held it in 11 quarters.
SC&H Financial Advisors's Truist Financial position peaked at $303K in Q4 2021.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on SC&H Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.