United Advisor Group’s Truist Financial TFC Stock Holding History

United Advisor Group’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
2024 Q4	–	Sell	-7,474	Closed	-$320K	–	395
2024 Q3	$320K	Buy	+7,474	New	+$316K	0.07%	266

Other funds holding TFC

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

United Advisor Group's TFC Position: Q4 2024 in Review

United Advisor Group sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 7,474 shares — an estimated $320K sold.

United Advisor Group first reported a position in TFC in Q3 2024 and held it in 1 quarter. The position peaked at $320K in Q3 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

United Advisor Group reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
United Advisor Group sold 7,474 Truist Financial shares in Q4 2024, an estimated $320K.
United Advisor Group first reported a position in Truist Financial in Q3 2024 and held it in 1 quarter.
United Advisor Group's Truist Financial position peaked at $320K in Q3 2024.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.