A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,303 shares of TFC stock, worth $58,452. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,303
Previous 1,144 13.9%
Holding current value
$58,452
Previous $49.2 Million 21.13%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 07, 2025

BUY
$42.83 - $47.07 $6,809 - $7,484
159 Added 13.9%
1,303 $59.6 Million
Q2 2025

Aug 12, 2025

SELL
$34.79 - $42.99 $7,758 - $9,586
-223 Reduced 16.31%
1,144 $49.2 Million
Q1 2025

May 15, 2025

BUY
$39.48 - $48.15 $53,969 - $65,821
1,367 New
1,367 $56.3 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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