Smith & Howard Wealth Management’s Truist Financial TFC Stock Holding History

Smith & Howard Wealth Management’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	-5,582	Closed	-$240K	–	94
2025 Q2	$240K	Buy	5,582 +7	+0.1%	+$274	0.06%	72
2025 Q1	$229K	Hold	5,575	–	–	0.06%	74
2024 Q4	$242K	Sell	5,575 -8,911	-62%	-$398K	0.07%	70
2024 Q3	$620K	Hold	14,486	–	–	0.17%	42
2024 Q2	$563K	Buy	+14,486	New	+$547K	0.17%	48
2022 Q2	–	Sell	-3,973	Closed	-$225K	–	74
2022 Q1	$225K	Hold	3,973	–	–	0.09%	65
2021 Q4	$233K	Sell	3,973 -366	-8%	-$22.4K	0.11%	66
2021 Q3	$254K	Buy	+4,339	New	+$242K	0.12%	60
2016 Q2	–	Sell	-6,634	Closed	-$221K	–	57
2016 Q1	$221K	Buy	6,634 +992	+18%	+$33K	0.09%	55
2015 Q4	$213K	Buy	+5,642	New	+$212K	0.1%	57

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Smith & Howard Wealth Management's TFC Position: Q3 2025 in Review

Smith & Howard Wealth Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 5,582 shares — an estimated $240K sold.

Smith & Howard Wealth Management first reported a position in TFC in Q4 2015 and held it in 10 quarters. The position peaked at $620K in Q3 2024. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Smith & Howard Wealth Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Smith & Howard Wealth Management sold 5,582 Truist Financial shares in Q3 2025, an estimated $240K.
Smith & Howard Wealth Management first reported a position in Truist Financial in Q4 2015 and held it in 10 quarters.
Smith & Howard Wealth Management's Truist Financial position peaked at $620K in Q3 2024.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.