Trust Investment Advisors’s Truist Financial TFC Stock Holding History

Trust Investment 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 Q2	–	Sell	-19,941	Closed	-$821K	–	139
2025 Q1	$821K	Buy	19,941 +560	+3%	+$24.9K	0.53%	56
2024 Q4	$841K	Sell	19,381 -5,517	-22%	-$246K	0.54%	57
2024 Q3	$1.06M	Buy	24,898 +4,995	+25%	+$211K	0.68%	49
2024 Q2	$773K	Buy	19,903 +872	+5%	+$32.9K	0.49%	67
2024 Q1	$742K	Sell	19,031 -46	-0.2%	-$1.68K	0.54%	65
2023 Q4	$704K	Buy	19,077 +1,228	+7%	+$38.6K	0.55%	68
2023 Q3	$511K	Sell	17,849 -609	-3%	-$18.7K	0.44%	73
2023 Q2	$560K	Buy	+18,458	New	+$573K	0.45%	73

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

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

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

Trust Investment Advisors's TFC Position: Q2 2025 in Review

Trust Investment Advisors sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 19,941 shares — an estimated $821K sold.

Trust Investment Advisors first reported a position in TFC in Q2 2023 and held it in 8 quarters. The position peaked at $1.06M in Q3 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Trust Investment Advisors reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
Trust Investment Advisors sold 19,941 Truist Financial shares in Q2 2025, an estimated $821K.
Trust Investment Advisors first reported a position in Truist Financial in Q2 2023 and held it in 8 quarters.
Trust Investment Advisors's Truist Financial position peaked at $1.06M in Q3 2024.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Trust Investment Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.