BCM
TFC icon

Banyan Capital Management’s Truist Financial TFC Stock Holding History

Banyan Capital 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 		– Sell
-20,403
Closed -$1.16M – 19
2022
Q1 		$1.16M Sell
20,403
-6,887
-25% -$425K 0.67% 16
2021
Q4 		$1.6M Sell
27,290
-7,052
-21% -$431K 0.92% 16
2021
Q3 		$2.01M Sell
34,342
-120
-0.3% -$6.71K 1.28% 15
2021
Q2 		$1.91M Sell
34,462
-690
-2% -$40.5K 1.19% 16
2021
Q1 		$2.05M Sell
35,152
-1,050
-3% -$57.5K 1.36% 16
2020
Q4 		$1.74M Sell
36,202
-14,577
-29% -$660K 1.25% 16
2020
Q3 		$1.93M Sell
50,779
-4,305
-8% -$162K 1.61% 15
2020
Q2 		$2.07M Sell
55,084
-3,539
-6% -$127K 1.9% 15
2020
Q1 		$1.81M Sell
58,623
-7
-0% -$331 1.92% 15
2019
Q4 		$3.3M Sell
58,630
-163
-0.3% -$8.83K 2.88% 14
2019
Q3 		$3.14M Sell
58,793
-2,568
-4% -$127K 2.97% 14
2019
Q2 		$3.02M Buy
61,361
+2,005
+3% +$98.2K 2.83% 15
2019
Q1 		$2.76M Buy
+59,356
New +$2.9M 2.82% 16

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 $315B AUM 27.84% 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

Banyan Capital Management's TFC Position: Q2 2022 in Review

Banyan Capital Management sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 20,403 shares — an estimated $1.16M sold.

Banyan Capital Management first reported a position in TFC in Q1 2019 and held it in 13 quarters. The position peaked at $3.3M in Q4 2019. 1,447 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Banyan Capital Management reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Banyan Capital Management sold 20,403 Truist Financial shares in Q2 2022, an estimated $1.16M.
  • Banyan Capital Management first reported a position in Truist Financial in Q1 2019 and held it in 13 quarters.
  • Banyan Capital Management's Truist Financial position peaked at $3.3M in Q4 2019.
  • 1,447 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Banyan Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.