Yeomans Consulting Group’s Truist Financial TFC Stock Holding History

Yeomans Consulting 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 Q4	$224K	Sell	4,555 -336	-7%	-$15.5K	0.07%	106
2025 Q3	$223K	Sell	4,891 -287	-6%	-$12.9K	0.08%	94
2025 Q2	$229K	Buy	5,178 +116	+2%	+$4.54K	0.09%	94
2025 Q1	$208K	Hold	5,062	–	–	0.08%	67
2024 Q4	$220K	Sell	5,062 -24	-0.5%	-$1.07K	0.08%	95
2024 Q3	$218K	Sell	5,086 -1,499	-23%	-$63.3K	0.08%	82
2024 Q2	$256K	Buy	6,585 +700	+12%	+$26.4K	0.1%	78
2024 Q1	$229K	Sell	5,885 -4,663	-44%	-$171K	0.1%	71
2023 Q4	$389K	Buy	+10,548	New	+$331K	0.19%	47

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

Yeomans Consulting Group's TFC Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Truist Financial (TFC) stake by 6.9% in Q4 2025, selling an estimated $15.5K and leaving 4,555 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #106.

Yeomans Consulting Group first reported a position in TFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $389K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Yeomans Consulting Group held 4,555 shares of Truist Financial worth $224K as of Q4 2025.
Yeomans Consulting Group sold 336 Truist Financial shares in Q4 2025, an estimated $15.5K.
Truist Financial made up 0.07% of Yeomans Consulting Group's portfolio in Q4 2025, its #106 holding.
Yeomans Consulting Group first reported a position in Truist Financial in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's Truist Financial position peaked at $389K in Q4 2023.
1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.