Arlington Partners’s Truist Financial TFC Stock Holding History

Arlington Partners’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-239	Closed	-$8.82K	–	220
2023 Q4	$8.82K	Buy	239 +92	+63%	+$2.89K	﹤0.01%	225
2023 Q3	$4.21K	Sell	147 -4,237	-97%	-$130K	﹤0.01%	260
2023 Q2	$133K	Buy	4,384 +110	+3%	+$3.42K	0.02%	200
2023 Q1	$146K	Buy	4,274 +37	+0.9%	+$1.61K	0.02%	154
2022 Q4	$182K	Hold	4,237	–	–	0.03%	96
2022 Q3	$184K	Sell	4,237 -6,941	-62%	-$334K	0.07%	92
2022 Q2	$530K	Buy	11,178 +9,090	+435%	+$448K	0.18%	61
2022 Q1	$118K	Sell	2,088 -83	-4%	-$5.13K	0.03%	156
2021 Q4	$127K	Buy	2,171 +83	+4%	+$5.07K	0.03%	168
2021 Q3	$122K	Buy	+2,088	New	+$117K	0.04%	157
2019 Q1	–	Sell	-404	Closed	-$18K	–	238
2018 Q4	$18K	Hold	404	–	–	0.01%	157
2018 Q3	$20K	Hold	404	–	–	0.01%	174
2018 Q2	$20K	Hold	404	–	–	0.02%	100
2018 Q1	$21K	Buy	+404	New	+$21.8K	0.02%	104

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arlington Partners's TFC Position: Q1 2024 in Review

Arlington Partners sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 239 shares — an estimated $8.82K sold.

Arlington Partners first reported a position in TFC in Q1 2018 and held it in 14 quarters. The position peaked at $530K in Q2 2022. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

Arlington Partners reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 239 Truist Financial shares in Q1 2024, an estimated $8.82K.
Arlington Partners first reported a position in Truist Financial in Q1 2018 and held it in 14 quarters.
Arlington Partners's Truist Financial position peaked at $530K in Q2 2022.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.