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Secure Asset Management’s Truist Financial TFC Stock Holding History

Secure Asset Management’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
-6,572
Closed -$285K – 360
2024
Q4 		$285K Sell
6,572
-173
-3% -$7.72K 0.04% 259
2024
Q3 		$288K Sell
6,745
-2,159
-24% -$91.2K 0.05% 254
2024
Q2 		$346K Sell
8,904
-700
-7% -$26.4K 0.07% 209
2024
Q1 		$374K Sell
9,604
-3,249
-25% -$119K 0.09% 150
2023
Q4 		$475K Sell
12,853
-1,595
-11% -$50.1K 0.13% 130
2023
Q3 		$413K Buy
+14,448
New +$444K 0.12% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secure Asset Management's TFC Position: Q1 2025 in Review

Secure Asset Management sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 6,572 shares — an estimated $285K sold.

Secure Asset Management first reported a position in TFC in Q3 2023 and held it in 6 quarters. The position peaked at $475K in Q4 2023. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Secure Asset Management reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 6,572 Truist Financial shares in Q1 2025, an estimated $285K.
  • Secure Asset Management first reported a position in Truist Financial in Q3 2023 and held it in 6 quarters.
  • Secure Asset Management's Truist Financial position peaked at $475K in Q4 2023.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.