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Stephens Consulting’s Truist Financial TFC Stock Holding History

Stephens Consulting’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 		$76.5K Hold
1,555
– – 0.02% 118
2025
Q3 		$71.1K Sell
1,555
-29
-2% -$1.31K 0.02% 116
2025
Q2 		$68.1K Buy
1,584
+29
+2% +$1.14K 0.02% 168
2025
Q1 		$64K Hold
1,555
– – 0.02% 169
2024
Q4 		$67.5K Hold
1,555
– – 0.02% 165
2024
Q3 		$66.5K Hold
1,555
– – 0.02% 168
2024
Q2 		$60.4K Hold
1,555
– – 0.02% 166
2024
Q1 		$60.6K Hold
1,555
– – 0.02% 162
2023
Q4 		$57.4K Hold
1,555
– – 0.02% 163
2023
Q3 		$44.5K Hold
1,555
– – 0.02% 179
2023
Q2 		$47.2K Hold
1,555
– – 0.02% 173
2023
Q1 		$53K Hold
1,555
– – 0.03% 165
2022
Q4 		$66.9K Sell
1,555
-185
-11% -$8.12K 0.04% 143
2022
Q3 		$75.8K Hold
1,740
– – 0.07% 125
2022
Q2 		$82.5K Hold
1,740
– – 0.07% 122
2022
Q1 		$98.7K Sell
1,740
-126
-7% -$7.78K 0.08% 128
2021
Q4 		$109K Buy
+1,866
New +$114K 0.09% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's TFC Position: Q4 2025 in Review

Stephens Consulting held its Truist Financial (TFC) position steady in Q4 2025 at 1,555 shares worth $76.5K. The position accounts for 0.02% of the portfolio, ranked #118.

Stephens Consulting first reported a position in TFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $109K in Q4 2021. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Stephens Consulting held 1,555 shares of Truist Financial worth $76.5K as of Q4 2025.
  • Stephens Consulting left its Truist Financial share count unchanged in Q4 2025.
  • Truist Financial made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #118 holding.
  • Stephens Consulting first reported a position in Truist Financial in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Truist Financial position peaked at $109K in Q4 2021.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.