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Sierra Ocean’s Truist Financial TFC Stock Holding History

Sierra Ocean’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
-508
Closed -$21.9K – 861
2025
Q2 		$21.9K Sell
508
-391
-43% -$15.3K 0.02% 309
2025
Q1 		$37K Buy
899
+352
+64% +$15.7K 0.03% 213
2024
Q4 		$23.8K Buy
+547
New +$24.4K 0.02% 269

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

Sierra Ocean's TFC Position: Q3 2025 in Review

Sierra Ocean sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 508 shares — an estimated $21.9K sold.

Sierra Ocean first reported a position in TFC in Q4 2024 and held it in 3 quarters. The position peaked at $37K in Q1 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Sierra Ocean reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 508 Truist Financial shares in Q3 2025, an estimated $21.9K.
  • Sierra Ocean first reported a position in Truist Financial in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Truist Financial position peaked at $37K in Q1 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.