Strategic Investment Solutions’s Truist Financial TFC Stock Holding History

Strategic Investment Solutions’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	-144	Closed	-$6.59K	–	663
2025 Q3	$6.59K	Buy	144 +1	+0.7%	+$45	﹤0.01%	421
2025 Q2	$6.13K	Buy	143 +2	+1%	+$78	﹤0.01%	413
2025 Q1	$5.79K	Buy	141 +2	+1%	+$89	﹤0.01%	430
2024 Q4	$6.04K	Buy	139 +1	+0.7%	+$45	﹤0.01%	441
2024 Q3	$5.88K	Buy	+138	New	+$5.83K	﹤0.01%	417
2023 Q4	$15.8K	Sell	427 -17,623	-98%	-$553K	﹤0.01%	689
2023 Q3	$555K	Buy	18,050 +17,900	+11,933%	+$550K	0.01%	383
2023 Q2	$4.64K	Buy	+150	New	+$4.66K	﹤0.01%	665

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strategic Investment Solutions's TFC Position: Q4 2025 in Review

Strategic Investment Solutions sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 144 shares — an estimated $6.59K sold.

Strategic Investment Solutions first reported a position in TFC in Q2 2023 and held it in 8 quarters. The position peaked at $555K in Q3 2023. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Strategic Investment Solutions reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Strategic Investment Solutions sold 144 Truist Financial shares in Q4 2025, an estimated $6.59K.
Strategic Investment Solutions first reported a position in Truist Financial in Q2 2023 and held it in 8 quarters.
Strategic Investment Solutions's Truist Financial position peaked at $555K in Q3 2023.
1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.