A detailed history of Uma Financial Services, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,729 shares of TFC stock, worth $77,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,729
Previous 1,353 27.79%
Holding current value
$77,562
Previous $58,000 36.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025

BUY
$42.83 - $47.07 $16,104 - $17,698
376 Added 27.79%
1,729 $79,000
Q2 2025

Jul 11, 2025

BUY
$34.79 - $42.99 $243 - $300
7 Added 0.52%
1,353 $58,000
Q1 2025

Apr 28, 2025

SELL
$39.48 - $48.15 $473 - $577
-12 Reduced 0.88%
1,346 $55,000
Q4 2024

Feb 12, 2025

BUY
$41.51 - $48.1 $56,370 - $65,319
1,358 New
1,358 $58,000

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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