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Semmax Financial Advisors’s Truist Financial TFC Stock Holding History

Semmax 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
Q2 		$4.16M Buy
95,398
+1,836
+2% +$71.8K 1.07% 37
2025
Q1 		$3.65M Buy
93,562
+6,890
+8% +$307K 0.99% 42
2024
Q4 		$4.03M Buy
86,672
+423
+0.5% +$18.9K 1.07% 35
2024
Q3 		$4.07M Buy
86,249
+2,081
+2% +$87.9K 1.12% 36
2024
Q2 		$3.55M Buy
84,168
+14,739
+21% +$557K 1.07% 40
2024
Q1 		$2.76M Sell
69,429
-8,302
-11% -$304K 0.91% 50
2023
Q4 		$2.76M Sell
77,731
-17,409
-18% -$547K 1% 44
2023
Q3 		$2.84M Buy
+95,140
New +$2.93M 1.14% 36
2022
Q4 		$3.96M Buy
83,902
+32,905
+65% +$1.44M 1.58% 31
2022
Q3 		$2.24M Buy
50,997
+2,794
+6% +$134K 0.95% 37
2022
Q2 		$2.45M Buy
48,203
+6,509
+16% +$321K 1% 41
2022
Q1 		$2.36M Buy
41,694
+3,078
+8% +$190K 0.93% 44
2021
Q4 		$2.26M Sell
38,616
-4,447
-10% -$272K 0.84% 51
2021
Q3 		$2.53M Sell
43,063
-3,328
-7% -$186K 0.87% 52
2021
Q2 		$2.58M Buy
46,391
+1,891
+4% +$111K 0.82% 50
2021
Q1 		$2.6M Sell
44,500
-869
-2% -$47.6K 0.92% 45
2020
Q4 		$2.17M Sell
45,369
-1,424
-3% -$64.5K 0.9% 46
2020
Q3 		$1.78M Buy
46,793
+1,352
+3% +$50.9K 0.85% 50
2020
Q2 		$1.71M Buy
45,441
+478
+1% +$17.2K 0.89% 45
2020
Q1 		$1.39M Buy
44,963
+7,019
+18% +$332K 0.88% 39
2019
Q4 		$2.14M Buy
37,944
+3,033
+9% +$164K 1.18% 31
2019
Q3 		$1.86M Buy
34,911
+5,580
+19% +$277K 1.12% 32
2019
Q2 		$1.44M Buy
29,331
+13,651
+87% +$669K 0.93% 36
2019
Q1 		$730K Buy
15,680
+7,689
+96% +$375K 0.5% 54
2018
Q4 		$346K Buy
+7,991
New +$384K 0.27% 83

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

Semmax Financial Advisors's TFC Position: Q2 2025 in Review

Semmax Financial Advisors increased its Truist Financial (TFC) stake by 2% in Q2 2025, buying an estimated $71.8K and bringing the position to 95,398 shares worth $4.16M. The position accounts for 1.07% of the portfolio, ranked #37.

Semmax Financial Advisors first reported a position in TFC in Q4 2018 and has held it in 25 quarters since. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Semmax Financial Advisors held 95,398 shares of Truist Financial worth $4.16M as of Q2 2025.
  • Semmax Financial Advisors bought 1,836 Truist Financial shares in Q2 2025, an estimated $71.8K.
  • Truist Financial made up 1.07% of Semmax Financial Advisors's portfolio in Q2 2025, its #37 holding.
  • Semmax Financial Advisors first reported a position in Truist Financial in Q4 2018 and has held it in 25 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.