Traveka Wealth’s Truist Financial TFC Stock Holding History

Traveka Wealth’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	-5,699	Closed	-$247K	–	157
2024 Q4	$247K	Sell	5,699 -12	-0.2%	-$536	0.14%	111
2024 Q3	$244K	Buy	+5,711	New	+$241K	0.12%	109

Other funds holding TFC

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Traveka Wealth's TFC Position: Q1 2025 in Review

Traveka Wealth sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 5,699 shares — an estimated $247K sold.

Traveka Wealth first reported a position in TFC in Q3 2024 and held it in 2 quarters. The position peaked at $247K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Traveka Wealth reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Traveka Wealth sold 5,699 Truist Financial shares in Q1 2025, an estimated $247K.
Traveka Wealth first reported a position in Truist Financial in Q3 2024 and held it in 2 quarters.
Traveka Wealth's Truist Financial position peaked at $247K in Q4 2024.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Traveka Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.