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Steph & Co’s Truist Financial TFC Stock Holding History

Steph & Co’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
Q2 		– Sell
-374
Closed -$15.4K – 314
2025
Q1 		$15.4K Buy
374
+94
+34% +$4.19K 0.01% 221
2024
Q4 		$12.1K Sell
280
-132
-32% -$5.89K ﹤0.01% 233
2024
Q3 		$17.6K Sell
412
-158
-28% -$6.67K 0.01% 235
2024
Q2 		$22.1K Buy
570
+46
+9% +$1.74K 0.01% 200
2024
Q1 		$20.4K Buy
+524
New +$19.2K 0.01% 208

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steph & Co's TFC Position: Q2 2025 in Review

Steph & Co sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 374 shares — an estimated $15.4K sold.

Steph & Co first reported a position in TFC in Q1 2024 and held it in 5 quarters. The position peaked at $22.1K in Q2 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Steph & Co reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Steph & Co sold 374 Truist Financial shares in Q2 2025, an estimated $15.4K.
  • Steph & Co first reported a position in Truist Financial in Q1 2024 and held it in 5 quarters.
  • Steph & Co's Truist Financial position peaked at $22.1K in Q2 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Steph & Co's 13F filing for Q2 2025, filed 16 Jul 2025.