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Sierra Summit Advisors’s Truist Financial TFC Stock Holding History

Sierra Summit 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 		– Sell
-30,159
Closed -$1.24M – 212
2025
Q1 		$1.24M Buy
30,159
+1,755
+6% +$78.2K 0.27% 65
2024
Q4 		$1.23M Buy
+28,404
New +$1.27M 0.25% 60

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

Sierra Summit Advisors's TFC Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 30,159 shares — an estimated $1.24M sold.

Sierra Summit Advisors first reported a position in TFC in Q4 2024 and held it in 2 quarters. The position peaked at $1.24M in Q1 2025. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 30,159 Truist Financial shares in Q2 2025, an estimated $1.24M.
  • Sierra Summit Advisors first reported a position in Truist Financial in Q4 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's Truist Financial position peaked at $1.24M in Q1 2025.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.