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Stonegate Investment Group’s Truist Financial TFC Stock Holding History

Stonegate Investment 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 		$317K Buy
6,944
+8
+0.1% +$361 0.01% 310
2025
Q2 		$298K Sell
6,936
-2,474
-26% -$96.8K 0.01% 307
2025
Q1 		$387K Buy
9,410
+3,133
+50% +$140K 0.01% 249
2024
Q4 		$272K Buy
6,277
+1,473
+31% +$65.7K 0.01% 279
2024
Q3 		$205K Sell
4,804
-588
-11% -$24.8K 0.01% 343
2024
Q2 		$209K Sell
5,392
-801
-13% -$30.3K 0.01% 333
2024
Q1 		$241K Sell
6,193
-1,122
-15% -$41K 0.01% 287
2023
Q4 		$270K Buy
+7,315
New +$230K 0.01% 262
2023
Q3 		– Sell
-76,054
Closed -$2.31M – 345
2023
Q2 		$2.31M Sell
76,054
-49,362
-39% -$1.53M 0.08% 104
2023
Q1 		$4.28M Sell
125,416
-1,108
-0.9% -$48.4K 0.16% 68
2022
Q4 		$5.44M Sell
126,524
-13,578
-10% -$596K 0.24% 62
2022
Q3 		$6.1M Sell
140,102
-1,224
-0.9% -$58.9K 0.28% 61
2022
Q2 		$6.7M Sell
141,326
-551
-0.4% -$27.2K 0.29% 59
2022
Q1 		$8.04M Buy
141,877
+170
+0.1% +$10.5K 0.26% 49
2021
Q4 		$8.3M Buy
+141,707
New +$8.66M 0.35% 52

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stonegate Investment Group's TFC Position: Q3 2025 in Review

Stonegate Investment Group increased its Truist Financial (TFC) stake by 0.12% in Q3 2025, buying an estimated $361 and bringing the position to 6,944 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #310.

Stonegate Investment Group first reported a position in TFC in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.3M in Q4 2021. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Stonegate Investment Group held 6,944 shares of Truist Financial worth $317K as of Q3 2025.
  • Stonegate Investment Group bought 8 Truist Financial shares in Q3 2025, an estimated $361.
  • Truist Financial made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #310 holding.
  • Stonegate Investment Group first reported a position in Truist Financial in Q4 2021 and has held it in 15 quarters since.
  • Stonegate Investment Group's Truist Financial position peaked at $8.3M in Q4 2021.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.