Tucker Asset Management’s Truist Financial TFC Stock Holding History

Tucker Asset 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	$19.1K	Buy	+389	New	+$17.9K	0.01%	460
2024 Q3	–	Sell	-445	Closed	-$17.3K	–	1674
2024 Q2	$17.3K	Buy	445 +6	+1%	+$227	﹤0.01%	677
2024 Q1	$17.1K	Buy	439 +361	+463%	+$13.2K	﹤0.01%	714
2023 Q4	$2.88K	Hold	78	–	–	﹤0.01%	1052
2023 Q3	$2.23K	Buy	+78	New	+$2.4K	﹤0.01%	1016
2021 Q1	–	Sell	-238	Closed	-$11.4K	–	388
2020 Q4	$11.4K	Buy	+238	New	+$10.8K	0.01%	187

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

Tucker Asset Management's TFC Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Truist Financial (TFC) in Q4 2025: 389 shares worth $19.1K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in TFC as recently as Q2 2024.

Tucker Asset Management first reported a position in TFC in Q4 2020 and has held it in 6 quarters since. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Tucker Asset Management held 389 shares of Truist Financial worth $19.1K as of Q4 2025.
Truist Financial was a new Tucker Asset Management position in Q4 2025.
Truist Financial made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #460 holding.
Tucker Asset Management first reported a position in Truist Financial in Q4 2020 and has held it in 6 quarters since.
1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.