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Smith Thornton Advisors’s Truist Financial TFC Stock Holding History

Smith Thornton 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
Q4 		– Sell
-5,900
Closed -$270K – 134
2025
Q3 		$270K Buy
5,900
+231
+4% +$10.4K 0.14% 117
2025
Q2 		$244K Buy
5,669
+60
+1% +$2.35K 0.14% 120
2025
Q1 		$231K Buy
5,609
+7
+0.1% +$312 0.14% 123
2024
Q4 		$243K Sell
5,602
-173
-3% -$7.72K 0.15% 126
2024
Q3 		$247K Buy
5,775
+107
+2% +$4.52K 0.16% 121
2024
Q2 		$220K Buy
+5,668
New +$214K 0.16% 120

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Smith Thornton Advisors's TFC Position: Q4 2025 in Review

Smith Thornton Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 5,900 shares — an estimated $270K sold.

Smith Thornton Advisors first reported a position in TFC in Q2 2024 and held it in 6 quarters. The position peaked at $270K in Q3 2025. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Smith Thornton Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Smith Thornton Advisors sold 5,900 Truist Financial shares in Q4 2025, an estimated $270K.
  • Smith Thornton Advisors first reported a position in Truist Financial in Q2 2024 and held it in 6 quarters.
  • Smith Thornton Advisors's Truist Financial position peaked at $270K in Q3 2025.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Smith Thornton Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.