Trifecta Capital Advisors’s Truist Financial TFC Stock Holding History

Trifecta Capital Advisors’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	-76	Closed	-$3.48K	–	429
2025 Q3	$3.48K	Hold	76	–	–	﹤0.01%	289
2025 Q2	$3.27K	Hold	76	–	–	﹤0.01%	296
2025 Q1	$3.13K	Hold	76	–	–	﹤0.01%	264
2024 Q4	$3.3K	Hold	76	–	–	﹤0.01%	254
2024 Q3	$3.25K	Hold	76	–	–	﹤0.01%	268
2024 Q2	$2.95K	Hold	76	–	–	﹤0.01%	274
2024 Q1	$2.96K	Sell	76 -313	-80%	-$11.4K	﹤0.01%	265
2023 Q4	$14.4K	Buy	389 +40	+11%	+$1.26K	﹤0.01%	190
2023 Q3	$9.98K	Sell	349 -33	-9%	-$1.01K	﹤0.01%	212
2023 Q2	$11.6K	Hold	382	–	–	﹤0.01%	203
2023 Q1	$13K	Hold	382	–	–	﹤0.01%	202
2022 Q4	$16.4K	Buy	+382	New	+$16.8K	0.01%	175

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Trifecta Capital Advisors's TFC Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 76 shares — an estimated $3.48K sold.

Trifecta Capital Advisors first reported a position in TFC in Q4 2022 and held it in 12 quarters. The position peaked at $16.4K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Trifecta Capital Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 76 Truist Financial shares in Q4 2025, an estimated $3.48K.
Trifecta Capital Advisors first reported a position in Truist Financial in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Truist Financial position peaked at $16.4K in Q4 2022.
1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.