Concurrent Investment Advisors, LLC Truist Financial Corp Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 144,441 shares of TFC stock, worth $6.33 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
144,441
Previous 144,105
0.23%
Holding current value
$6.33 Million
Previous $5.93 Billion
4.71%
% of portfolio
0.12%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding TFC
# of Institutions
1,787Shares Held
969MCall Options Held
11.6MPut Options Held
6.37M-
Vanguard Group Inc Valley Forge, PA120MShares$5.28 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA107MShares$4.7 Billion0.83% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.34 Billion0.09% of portfolio
-
State Street Corp Boston, MA60.1MShares$2.63 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC38.7MShares$1.7 Billion0.13% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $58.2B
- 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...