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TrueWealth Advisors’s Truist Financial TFC Stock Holding History

TrueWealth 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
-5,390
Closed -$246K – 248
2025
Q3 		$246K Buy
5,390
+55
+1% +$2.48K 0.07% 201
2025
Q2 		$229K Buy
5,335
+371
+7% +$14.5K 0.07% 201
2025
Q1 		$204K Buy
4,964
+51
+1% +$2.27K 0.07% 203
2024
Q4 		$213K Buy
4,913
+53
+1% +$2.37K 0.07% 212
2024
Q3 		$208K Buy
+4,860
New +$205K 0.07% 221
2023
Q2 		– Sell
-6,294
Closed -$215K – 194
2023
Q1 		$215K Sell
6,294
-2,088
-25% -$91.1K 0.09% 177
2022
Q4 		$361K Buy
8,382
+1,052
+14% +$46.1K 0.16% 111
2022
Q3 		$319K Buy
7,330
+694
+10% +$33.4K 0.15% 109
2022
Q2 		$315K Buy
6,636
+2,941
+80% +$145K 0.15% 115
2022
Q1 		$216K Hold
3,695
– – 0.1% 164
2021
Q4 		$216K Buy
3,695
+124
+3% +$7.58K 0.1% 164
2021
Q3 		$209K Sell
3,571
-53
-1% -$2.96K 0.12% 133
2021
Q2 		$201K Buy
+3,624
New +$213K 0.12% 129

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TrueWealth Advisors's TFC Position: Q4 2025 in Review

TrueWealth Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 5,390 shares — an estimated $246K sold.

TrueWealth Advisors first reported a position in TFC in Q2 2021 and held it in 13 quarters. The position peaked at $361K in Q4 2022. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • TrueWealth Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 5,390 Truist Financial shares in Q4 2025, an estimated $246K.
  • TrueWealth Advisors first reported a position in Truist Financial in Q2 2021 and held it in 13 quarters.
  • TrueWealth Advisors's Truist Financial position peaked at $361K in Q4 2022.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on TrueWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.