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Security National Bank’s Truist Financial TFC Stock Holding History

Security National Bank’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
Q2 		– Sell
-215
Closed -$8.85K – 328
2025
Q1 		$8.85K Hold
215
– – ﹤0.01% 292
2024
Q4 		$9.33K Hold
215
– – ﹤0.01% 282
2024
Q3 		$9.2K Hold
215
– – ﹤0.01% 257
2024
Q2 		$8.35K Hold
215
– – ﹤0.01% 260
2024
Q1 		$8.38K Buy
+215
New +$7.87K ﹤0.01% 250

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Security National Bank's TFC Position: Q2 2025 in Review

Security National Bank sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 215 shares — an estimated $8.85K sold.

Security National Bank first reported a position in TFC in Q1 2024 and held it in 5 quarters. The position peaked at $9.33K in Q4 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Security National Bank reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Security National Bank sold 215 Truist Financial shares in Q2 2025, an estimated $8.85K.
  • Security National Bank first reported a position in Truist Financial in Q1 2024 and held it in 5 quarters.
  • Security National Bank's Truist Financial position peaked at $9.33K in Q4 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Security National Bank's 13F filing for Q2 2025, filed 10 Jul 2025.