TFF
TFC icon

The Family Firm’s Truist Financial TFC Stock Holding History

The Family Firm’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
-4,758
Closed -$206K – 219
2024
Q4 		$206K Buy
4,758
+17
+0.4% +$759 0.05% 205
2024
Q3 		$203K Buy
4,741
+18
+0.4% +$760 0.04% 210
2024
Q2 		$184K Buy
+4,723
New +$178K 0.04% 208
2022
Q4 		– Sell
-5,128
Closed -$223K – 182
2022
Q3 		$223K Sell
5,128
-3,159
-38% -$152K 0.07% 159
2022
Q2 		$393K Buy
+8,287
New +$409K 0.12% 113

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

The Family Firm's TFC Position: Q1 2025 in Review

The Family Firm sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 4,758 shares — an estimated $206K sold.

The Family Firm first reported a position in TFC in Q2 2022 and held it in 5 quarters. The position peaked at $393K in Q2 2022. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • The Family Firm reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • The Family Firm sold 4,758 Truist Financial shares in Q1 2025, an estimated $206K.
  • The Family Firm first reported a position in Truist Financial in Q2 2022 and held it in 5 quarters.
  • The Family Firm's Truist Financial position peaked at $393K in Q2 2022.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on The Family Firm's 13F filing for Q1 2025, filed 1 May 2025.