BRWM
TFC icon

B. Riley Wealth Management’s Truist Financial TFC Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		$668 Buy
14,088
+10,140
+257% +$500K ﹤0.01% 359
2022
Q1 		$224K Buy
3,948
+26
+0.7% +$1.61K 0.02% 530
2021
Q4 		$230K Buy
3,922
+200
+5% +$12.2K 0.02% 544
2021
Q3 		$218K Buy
+3,722
New +$208K 0.02% 546

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

B. Riley Wealth Management's TFC Position: Q2 2022 in Review

B. Riley Wealth Management increased its Truist Financial (TFC) stake by 257% in Q2 2022, buying an estimated $500K and bringing the position to 14,088 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #359.

B. Riley Wealth Management first reported a position in TFC in Q3 2021 and has held it in 4 quarters since. The position peaked at $230K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • B. Riley Wealth Management held 14,088 shares of Truist Financial worth $668 as of Q2 2022.
  • B. Riley Wealth Management bought 10,140 Truist Financial shares in Q2 2022, an estimated $500K.
  • Truist Financial made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #359 holding.
  • B. Riley Wealth Management first reported a position in Truist Financial in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Truist Financial position peaked at $230K in Q4 2021.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.