A detailed history of Blue Rock Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 6,900 shares of TFC stock, worth $309,534. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,900
Previous 5,400 27.78%
Holding current value
$309,534
Previous $222 Million 41.97%
% of portfolio
0.2%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$42.83 - $47.07 $64,245 - $70,605
1,500 Added 27.78%
6,900 $315 Million
Q2 2025

Oct 21, 2025

SELL
$34.79 - $42.99 $52,185 - $64,485
-1,500 Reduced 21.74%
5,400 $232 Million
Q1 2025

May 20, 2025

BUY
$39.48 - $48.15 $213,191 - $260,010
5,400 New
5,400 $222 Million

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $59.5B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
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