Southern Capital Advisors’s Truist Financial TFC Stock Holding History

Southern Capital 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	-48,221	Closed	-$2.2M	–	87
2025 Q3	$2.2M	Sell	48,221 -225	-0.5%	-$10.1K	1.03%	23
2025 Q2	$2.08M	Buy	48,446 +1,255	+3%	+$49.1K	1.07%	22
2025 Q1	$1.94M	Buy	+47,191	New	+$2.1M	1.08%	21
2024 Q4	–	Sell	-5,239	Closed	-$224K	–	79
2024 Q3	$224K	Buy	5,239 +61	+1%	+$2.58K	0.13%	69
2024 Q2	$201K	Buy	+5,178	New	+$196K	0.12%	71
2024 Q1	–	Sell	-5,840	Closed	-$216K	–	78
2023 Q4	$216K	Buy	+5,840	New	+$183K	0.15%	58
2023 Q1	–	Sell	-5,496	Closed	-$236K	–	83
2022 Q4	$236K	Buy	5,496 +62	+1%	+$2.72K	0.18%	63
2022 Q3	$237K	Buy	5,434 +59	+1%	+$2.84K	0.19%	56
2022 Q2	$255K	Buy	5,375 +52	+1%	+$2.56K	0.2%	54
2022 Q1	$302K	Buy	5,323 +41	+0.8%	+$2.53K	0.21%	54
2021 Q4	$309K	Buy	+5,282	New	+$323K	0.19%	54

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Southern Capital Advisors's TFC Position: Q4 2025 in Review

Southern Capital Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 48,221 shares — an estimated $2.2M sold.

Southern Capital Advisors first reported a position in TFC in Q4 2021 and held it in 11 quarters. The position peaked at $2.2M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Southern Capital Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Southern Capital Advisors sold 48,221 Truist Financial shares in Q4 2025, an estimated $2.2M.
Southern Capital Advisors first reported a position in Truist Financial in Q4 2021 and held it in 11 quarters.
Southern Capital Advisors's Truist Financial position peaked at $2.2M in Q3 2025.
1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Southern Capital Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.