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Bard Financial Services’s Truist Financial TFC Stock Holding History

Bard Financial Services’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
Q4 		– Sell
-11,000
Closed -$470K – 212
2024
Q3 		$470K Sell
11,000
-1,700
-13% -$71.8K 0.06% 146
2024
Q2 		$493K Sell
12,700
-500
-4% -$18.9K 0.05% 153
2024
Q1 		$515K Hold
13,200
– – 0.05% 152
2023
Q4 		$487K Buy
+13,200
New +$414K 0.05% 155
2023
Q2 		– Sell
-50,930
Closed -$1.74M – 332
2023
Q1 		$1.74M Buy
50,930
+11,250
+28% +$491K 0.14% 127
2022
Q4 		$1.71M Buy
39,680
+1,950
+5% +$85.5K 0.15% 123
2022
Q3 		$1.64M Buy
37,730
+3,700
+11% +$178K 0.15% 120
2022
Q2 		$1.61M Buy
34,030
+14,050
+70% +$693K 0.15% 121
2022
Q1 		$1.13M Sell
19,980
-1,525
-7% -$94.2K 0.09% 145
2021
Q4 		$1.26M Sell
21,505
-7,425
-26% -$454K 0.1% 133
2021
Q3 		$1.7M Sell
28,930
-825
-3% -$46.1K 0.15% 114
2021
Q2 		$1.65M Sell
29,755
-6,350
-18% -$373K 0.15% 115
2021
Q1 		$2.11M Sell
36,105
-2,630
-7% -$144K 0.2% 103
2020
Q4 		$1.86M Buy
+38,735
New +$1.75M 0.19% 106

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's TFC Position: Q4 2024 in Review

Bard Financial Services sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 11,000 shares — an estimated $470K sold.

Bard Financial Services first reported a position in TFC in Q4 2020 and held it in 14 quarters. The position peaked at $2.11M in Q1 2021. 1,571 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Bard Financial Services reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Bard Financial Services sold 11,000 Truist Financial shares in Q4 2024, an estimated $470K.
  • Bard Financial Services first reported a position in Truist Financial in Q4 2020 and held it in 14 quarters.
  • Bard Financial Services's Truist Financial position peaked at $2.11M in Q1 2021.
  • 1,571 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Bard Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.