SWC
TFC icon

Spectrum Wealth Counsel’s Truist Financial TFC Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$2.48K Hold
60
– – ﹤0.01% 275
2024
Q4 		$2.61K Hold
60
– – ﹤0.01% 277
2024
Q3 		$2.57K Hold
60
– – ﹤0.01% 301
2024
Q2 		$2.34K Hold
60
– – ﹤0.01% 338
2024
Q1 		$2.35K Hold
60
– – ﹤0.01% 341
2023
Q4 		$2.22K Buy
+60
New +$1.88K ﹤0.01% 306

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Wealth Counsel's TFC Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Truist Financial (TFC) position steady in Q1 2025 at 60 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Spectrum Wealth Counsel first reported a position in TFC in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.61K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Spectrum Wealth Counsel held 60 shares of Truist Financial worth $2.48K as of Q1 2025.
  • Spectrum Wealth Counsel left its Truist Financial share count unchanged in Q1 2025.
  • Truist Financial made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #275 holding.
  • Spectrum Wealth Counsel first reported a position in Truist Financial in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Truist Financial position peaked at $2.61K in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.