Total Clarity Wealth Management’s Truist Financial TFC Stock Holding History

Total Clarity Wealth 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 Q4	–	Sell	-4,924	Closed	-$225K	–	330
2025 Q3	$225K	Sell	4,924 -34	-0.7%	-$1.53K	0.06%	259
2025 Q2	$213K	Sell	4,958 -9	-0.2%	-$352	0.06%	266
2025 Q1	$215K	Hold	4,967	–	–	0.07%	239
2024 Q4	$215K	Sell	4,967 -616	-11%	-$27.5K	0.07%	239
2024 Q3	$239K	Buy	+5,583	New	+$236K	0.08%	222
2022 Q3	–	Sell	-167	Closed	-$8K	–	905
2022 Q2	$8K	Buy	+167	New	+$8.24K	﹤0.01%	732
2022 Q1	–	Sell	-184	Closed	-$11K	–	845
2021 Q4	$11K	Buy	184 +38	+26%	+$2.32K	0.01%	681
2021 Q3	$9K	Buy	+146	New	+$8.16K	﹤0.01%	713

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 $3.38T AUM 44.17% 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

Total Clarity Wealth Management's TFC Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 4,924 shares — an estimated $225K sold.

Total Clarity Wealth Management first reported a position in TFC in Q3 2021 and held it in 8 quarters. The position peaked at $239K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Total Clarity Wealth Management reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 4,924 Truist Financial shares in Q4 2025, an estimated $225K.
Total Clarity Wealth Management first reported a position in Truist Financial in Q3 2021 and held it in 8 quarters.
Total Clarity Wealth Management's Truist Financial position peaked at $239K in Q3 2024.
1,670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.