Belvedere Trading
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Belvedere Trading’s Truist Financial TFC Stock Holding History

Belvedere Trading’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
-6,000
Closed -$222K – 964
2023
Q4 		$222K Buy
+6,000
New +$188K ﹤0.01% 319
2023
Q2 		– Sell
-900
Closed -$30.7K – 1125
2023
Q1 		$30.7K Buy
+900
New +$39.3K ﹤0.01% 658

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belvedere Trading's TFC Position: Q2 2023 in Review

Belvedere Trading sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 3,963 shares — an estimated $135K sold.

Belvedere Trading first reported a position in TFC in Q4 2014 and held it in 2 quarters. The position peaked at $632K in Q4 2014. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Belvedere Trading reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Belvedere Trading sold 3,963 Truist Financial shares in Q2 2023, an estimated $135K.
  • Belvedere Trading first reported a position in Truist Financial in Q4 2014 and held it in 2 quarters.
  • Belvedere Trading's Truist Financial position peaked at $632K in Q4 2014.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Belvedere Trading's 13F filing for Q2 2023, filed 8 Aug 2023.