WEG
TFC icon

World Equity Group’s Truist Financial TFC Stock Holding History

World Equity 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
2025
Q1 		– Sell
-5,050
Closed -$219K – 369
2024
Q4 		$219K Buy
+5,050
New +$225K 0.05% 333
2024
Q3 		– Sell
-5,430
Closed -$211K – 314
2024
Q2 		$211K Sell
5,430
-402
-7% -$15.2K 0.06% 254
2024
Q1 		$227K Buy
5,832
+351
+6% +$12.8K 0.05% 275
2023
Q4 		$202K Buy
+5,481
New +$172K 0.04% 315

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Equity Group's TFC Position: Q1 2025 in Review

World Equity Group sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 5,050 shares — an estimated $219K sold.

World Equity Group first reported a position in TFC in Q4 2023 and held it in 4 quarters. The position peaked at $227K in Q1 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • World Equity Group reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 5,050 Truist Financial shares in Q1 2025, an estimated $219K.
  • World Equity Group first reported a position in Truist Financial in Q4 2023 and held it in 4 quarters.
  • World Equity Group's Truist Financial position peaked at $227K in Q1 2024.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.