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Synergy Asset Management’s Truist Financial TFC Stock Holding History

Synergy Asset Management’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 		– Sell
-154
Closed -$6.59K – 762
2024
Q4 		$6.59K Buy
+154
New +$6.87K ﹤0.01% 534

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

Synergy Asset Management's TFC Position: Q1 2025 in Review

Synergy Asset Management sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 154 shares — an estimated $6.59K sold.

Synergy Asset Management first reported a position in TFC in Q4 2024 and held it in 1 quarter. The position peaked at $6.59K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Synergy Asset Management reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 154 Truist Financial shares in Q1 2025, an estimated $6.59K.
  • Synergy Asset Management first reported a position in Truist Financial in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Truist Financial position peaked at $6.59K in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.