Tfc Financial Management Purchases in Q3 2025

Tfc Financial Management

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TOST
Toast, Inc.

Technology
1.19K
+ 276.69%
$36.51 - $49.3 $43.3K - $58.5K
1.62K $59K
DUK
Duke Energy Corp

Utilities
300
+ 84.99%
$116.31 - $125.93 $34.9K - $37.8K
653 $80K
CVX
Chevron Corp

Energy
54
+ 2.2%
$145.57 - $161.83 $7.86K - $8.74K
2.51K $389K
DVY
Ishares Tr

ETFs
30
+ 0.84%
$133.88 - $142.57 $4.02K - $4.28K
3.6K $511K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
385
+ 22.63%
$68.24 - $73.73 $26.3K - $28.4K
2.09K $153K
XLK
Technology Sector Spdr

ETFs
1
+ 0.08%
$250.97 - $282.66 $251 - $283
1.21K $340K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.1K
New
$30.67 - $32.13 $33.7K - $35.3K
1.1K $34K
CHY
Calamos Convertible & High Income Fund

Financial Services
3K
New
$10.75 - $11.45 $32.3K - $34.4K
3K $33K
MS
Morgan Stanley

Financial Services
9
+ 0.58%
$139.09 - $161.16 $1.25K - $1.45K
1.57K $249K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
590
New
$50.85 - $51.35 $30K - $30.3K
590 $30K
MIDD
Middleby Corp

Industrials
230
+ 23000.0%
$118.3 - $150.16 $27.2K - $34.5K
231 $30K
RKT
Rocket Companies, Inc.

Financial Services
302
+ 7.54%
$13.31 - $21.16 $4.02K - $6.39K
4.31K $83K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
108
New
$236.25 - $257.69 $25.5K - $27.8K
108 $27K
SNPS
Synopsys Inc

Technology
50
+ 1250.0%
$387.78 - $645.35 $19.4K - $32.3K
54 $26K
VONG
Vanguard Russell 1000 Growth E

ETFs
200
New
$108.08 - $121.73 $21.6K - $24.3K
200 $24K
SPYG
Spdr Portfolio

ETFs
230
New
$94.33 - $105.31 $21.7K - $24.2K
230 $24K
HPE
Hewlett Packard Enterprise CO

Technology
970
+ 2694.44%
$19.81 - $25.24 $19.2K - $24.5K
1.01K $24K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
250
+ 25000.0%
$93.1 - $110.49 $23.3K - $27.6K
251 $23K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50
+ 2.45%
$132.9 - $142.03 $6.65K - $7.1K
2.09K $294K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50
New
$435.72 - $463.74 $21.8K - $23.2K
50 $23K
PHO
Invesco Exchange Traded Fd Tr

ETFs
252
+ 14.27%
$69.62 - $73.99 $17.5K - $18.6K
2.02K $145K
BAC
Bank Of America Corp

Financial Services
168
+ 5.68%
$44.92 - $52.42 $7.55K - $8.81K
3.13K $161K
UNH
Unitedhealth Group Inc

Healthcare
24
+ 6.15%
$237.77 - $353.61 $5.71K - $8.49K
414 $142K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
260
New
$75.26 - $80.19 $19.6K - $20.8K
260 $20K
IWY
Ishares Tr Russell 200 Growth

ETFs
75
New
$243.93 - $275.62 $18.3K - $20.7K
75 $20K
DVAX
Dynavax Technologies Corp

Healthcare
2K
New
$9.36 - $11.36 $18.7K - $22.7K
2K $19K
PKB
Invesco Exchange Traded Fd Tr

ETFs
200
New
$81.29 - $95.6 $16.3K - $19.1K
200 $19K
URA
Global X Uranium ETF

ETFs
400
New
$36.45 - $50.4 $14.6K - $20.2K
400 $19K
IWD
Ishares Russell 1000 Val ETF

ETFs
38
+ 3.87%
$192.76 - $203.86 $7.32K - $7.75K
1.02K $207K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.08%
$195.41 - $212.37 $195 - $212
1.24K $258K
VBK
Vanguard Small Cap Growth ETF

ETFs
10
+ 1.56%
$276.51 - $305.12 $2.77K - $3.05K
649 $193K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
+ 0.33%
$89.32 - $107.82 $268 - $323
918 $98K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
250
New
$60.01 - $65.01 $15K - $16.3K
250 $16K
AFL
Aflac Inc

Financial Services
145
+ 630.43%
$98.09 - $111.7 $14.2K - $16.2K
168 $18K
AXP
American Express CO

Financial Services
16
+ 1.89%
$294.27 - $342.31 $4.71K - $5.48K
864 $286K
VT
Vanguard Total World Stk Index

ETFs
77
+ 13.01%
$128.41 - $138.03 $9.89K - $10.6K
669 $92K
VNQI
Vanguard Global Ex U.S. Real

ETFs
316
New
$45.22 - $48.34 $14.3K - $15.3K
316 $15K
HOOD
Robinhood Markets, Inc.

Technology
100
+ 3333.33%
$91.27 - $143.18 $9.13K - $14.3K
103 $14K
PSX
Phillips 66

Energy
8
+ 1.01%
$118.37 - $139.46 $947 - $1.12K
801 $108K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
319
New
$45.55 - $46.55 $14.5K - $14.8K
319 $14K
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.38%
$103.66 - $114.59 $415 - $458
1.06K $121K
IXC
Ishares Tr Global Energy ETF

ETFs
300
New
$39.45 - $42.95 $11.8K - $12.9K
300 $12K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.43%
$90.65 - $109.75 $272 - $329
697 $75K
SCHG
Schwab Strategic Tr Us Large C

ETFs
400
New
$28.92 - $32.19 $11.6K - $12.9K
400 $12K
PLD
Prologis, Inc.

Real Estate
5
+ 0.49%
$104.08 - $115.35 $520 - $577
1.03K $117K
MU
Micron Technology Inc

Technology
1
+ 0.41%
$104.88 - $168.89 $105 - $169
245 $40K
DFIV
Dimensional ETF Tr

ETFs
13
+ 0.43%
$42.66 - $46.53 $555 - $605
3.01K $138K
C
Citigroup Inc

Financial Services
34
+ 10.46%
$85.57 - $103.49 $2.91K - $3.52K
359 $36K
CVS
Cvs Health Corp

Healthcare
51
+ 9.53%
$58.75 - $76.5 $3K - $3.9K
586 $44K
Activity Summary
Buys All Purchases 254 New Holdings 92 Increased Positions 162 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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