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Signal Advisors Wealth’s Truist Financial TFC Stock Holding History

Signal Advisors Wealth’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
-5,558
Closed -$229K – 538
2025
Q1 		$229K Buy
5,558
+51
+0.9% +$2.27K 0.02% 401
2024
Q4 		$239K Buy
+5,507
New +$246K 0.03% 397

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

Signal Advisors Wealth's TFC Position: Q2 2025 in Review

Signal Advisors Wealth sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 5,558 shares — an estimated $229K sold.

Signal Advisors Wealth first reported a position in TFC in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q4 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Signal Advisors Wealth reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 5,558 Truist Financial shares in Q2 2025, an estimated $229K.
  • Signal Advisors Wealth first reported a position in Truist Financial in Q4 2024 and held it in 2 quarters.
  • Signal Advisors Wealth's Truist Financial position peaked at $239K in Q4 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.