Sonora Investment Management Group’s Truist Financial TFC Stock Holding History

Sonora Investment Management Group’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	$16.2M	Sell	354,672 -2,716	-0.8%	-$122K	1.15%	28
2025 Q2	$15.4M	Buy	357,388 +15,370	+4%	+$601K	1.14%	27
2025 Q1	$14.1M	Buy	342,018 +6,815	+2%	+$304K	1.11%	31
2024 Q4	$14.5M	Buy	335,203 +4,965	+2%	+$222K	1.11%	31
2024 Q3	$14.1M	Buy	330,238 +16,446	+5%	+$695K	1.05%	29
2024 Q2	$12.2M	Hold	313,792	–	–	0.96%	36
2024 Q1	$12.2M	Buy	313,792 +22,297	+8%	+$816K	0.96%	36
2023 Q4	$10.8M	Buy	291,495 +11,575	+4%	+$363K	0.88%	43
2023 Q3	$8.01M	Buy	279,920 +13,234	+5%	+$407K	0.69%	52
2023 Q2	$8.09M	Buy	266,686 +11,478	+4%	+$356K	0.68%	55
2023 Q1	$8.7M	Buy	255,208 +28,970	+13%	+$1.26M	0.76%	49
2022 Q4	$9.74M	Buy	226,238 +12,139	+6%	+$532K	0.89%	37
2022 Q3	$10.2M	Hold	214,099	–	–	1.31%	24
2022 Q2	$10.2M	Buy	214,099 +22,952	+12%	+$1.13M	0.96%	34
2022 Q1	$10.8M	Buy	191,147 +7,086	+4%	+$438K	1.23%	26
2021 Q4	$10.8M	Buy	+184,061	New	+$11.2M	1.25%	23

Other funds holding TFC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management Group's TFC Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Truist Financial (TFC) stake by 0.76% in Q3 2025, selling an estimated $122K and leaving 354,672 shares worth $16.2M. The position accounts for 1.15% of the portfolio, ranked #28.

Sonora Investment Management Group first reported a position in TFC in Q4 2021 and has held it in 16 quarters since. 1,563 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Sonora Investment Management Group held 354,672 shares of Truist Financial worth $16.2M as of Q3 2025.
Sonora Investment Management Group sold 2,716 Truist Financial shares in Q3 2025, an estimated $122K.
Truist Financial made up 1.15% of Sonora Investment Management Group's portfolio in Q3 2025, its #28 holding.
Sonora Investment Management Group first reported a position in Truist Financial in Q4 2021 and has held it in 16 quarters since.
1,563 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.