Benjamin F. Edwards & Company’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.18M | Buy |
107,592
+15,262
| +17% | +$577K | 0.07% | 248 |
|
|
2024
Q1 | $3.6M | Buy |
92,330
+9,728
| +12% | +$356K | 0.07% | 258 |
|
|
2023
Q4 | $3.05M | Buy |
82,602
+21,663
| +36% | +$680K | 0.06% | 268 |
|
|
2023
Q3 | $1.74M | Buy |
60,939
+4,737
| +8% | +$146K | 0.07% | 261 |
|
|
2023
Q2 | $1.71M | Buy |
56,202
+31,239
| +125% | +$970K | 0.06% | 266 |
|
|
2023
Q1 | $851K | Sell |
24,963
-22,300
| -47% | -$973K | 0.04% | 369 |
|
|
2022
Q4 | $2.03M | Buy |
47,263
+637
| +1% | +$27.9K | 0.09% | 216 |
|
|
2022
Q3 | $2.03M | Buy |
46,626
+5,121
| +12% | +$246K | 0.1% | 198 |
|
|
2022
Q2 | $1.97M | Buy |
41,505
+2,446
| +6% | +$121K | 0.1% | 213 |
|
|
2022
Q1 | $2.21M | Buy |
39,059
+16,083
| +70% | +$993K | 0.1% | 209 |
|
|
2021
Q4 | $1.34M | Sell |
22,976
-15
| -0.1% | -$916 | 0.06% | 292 |
|
|
2021
Q3 | $1.35M | Buy |
22,991
+716
| +3% | +$40K | 0.07% | 278 |
|
|
2021
Q2 | $1.24M | Sell |
22,275
-176
| -0.8% | -$10.3K | 0.06% | 296 |
|
|
2021
Q1 | $1.31M | Buy |
22,451
+133
| +0.6% | +$7.29K | 0.07% | 277 |
|
|
2020
Q4 | $1.07M | Buy |
22,318
+4,954
| +29% | +$224K | 0.06% | 289 |
|
|
2020
Q3 | $661K | Buy |
17,364
+475
| +3% | +$17.9K | 0.04% | 346 |
|
|
2020
Q2 | $634K | Sell |
16,889
-15,358
| -48% | -$553K | 0.05% | 329 |
|
|
2020
Q1 | $995K | Sell |
32,247
-2,066
| -6% | -$97.7K | 0.09% | 231 |
|
|
2019
Q4 | $1.93M | Buy |
34,313
+21,039
| +158% | +$1.14M | 0.14% | 180 |
|
|
2019
Q3 | $708K | Sell |
13,274
-150
| -1% | -$7.43K | 0.06% | 313 |
|
|
2019
Q2 | $660K | Buy |
13,424
+984
| +8% | +$48.2K | 0.06% | 306 |
|
|
2019
Q1 | $579K | Hold |
12,440
| – | – | 0.05% | 311 |
|
|
2018
Q4 | $539K | Buy |
12,440
+845
| +7% | +$40.6K | 0.06% | 292 |
|
|
2018
Q3 | $563K | Hold |
11,595
| – | – | 0.05% | 305 |
|
|
2018
Q2 | $585K | Hold |
11,595
| – | – | 0.06% | 297 |
|
|
2018
Q1 | $603K | Hold |
11,595
| – | – | 0.06% | 290 |
|
|
2017
Q4 | $577K | Sell |
11,595
-2,396
| -17% | -$116K | 0.06% | 291 |
|
|
2017
Q3 | $657K | Sell |
13,991
-650
| -4% | -$29.9K | 0.08% | 244 |
|
|
2017
Q2 | $665K | Buy |
14,641
+400
| +3% | +$17.4K | 0.09% | 233 |
|
|
2017
Q1 | $637K | Hold |
14,241
| – | – | 0.09% | 226 |
|
|
2016
Q4 | $670K | Buy |
14,241
+4,897
| +52% | +$208K | 0.11% | 202 |
|
|
2016
Q3 | $352K | Buy |
9,344
+2,000
| +27% | +$74.5K | 0.06% | 270 |
|
|
2016
Q2 | $262K | Buy |
7,344
+480
| +7% | +$16.8K | 0.05% | 284 |
|
|
2016
Q1 | $228K | Hold |
6,864
| – | – | 0.05% | 286 |
|
|
2015
Q4 | $260K | Hold |
6,864
| – | – | 0.06% | 275 |
|
|
2015
Q3 | $244K | Sell |
6,864
-30
| -0.4% | -$1.16K | 0.05% | 279 |
|
|
2015
Q2 | $278K | Sell |
6,894
-250
| -3% | -$9.89K | 0.06% | 292 |
|
|
2015
Q1 | $279K | Hold |
7,144
| – | – | 0.06% | 281 |
|
|
2014
Q4 | $278K | Buy |
7,144
+6,894
| +2,758% | +$259K | 0.06% | 263 |
|
|
2014
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 796 |
|
|
2014
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 739 |
|
|
2014
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 689 |
|
|
2013
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 675 |
|
|
2013
Q3 | $8K | Buy |
250
+100
| +67% | +$3.49K | ﹤0.01% | 646 |
|
|
2013
Q2 | $5K | Buy |
+150
| New | +$4.79K | ﹤0.01% | 671 |
|
Other funds holding TFC
Benjamin F. Edwards & Company's TFC Position: Q2 2024 in Review
Benjamin F. Edwards & Company increased its Truist Financial (TFC) stake by 17% in Q2 2024, buying an estimated $577K and bringing the position to 107,592 shares worth $4.18M. The position accounts for 0.07% of the portfolio, ranked #248.
Benjamin F. Edwards & Company first reported a position in TFC in Q2 2013 and has held it in 45 quarters since. 1,421 funds tracked by Wall St. Rank hold TFC as of Q2 2024.
- Benjamin F. Edwards & Company held 107,592 shares of Truist Financial worth $4.18M as of Q2 2024.
- Benjamin F. Edwards & Company bought 15,262 Truist Financial shares in Q2 2024, an estimated $577K.
- Truist Financial made up 0.07% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #248 holding.
- Benjamin F. Edwards & Company first reported a position in Truist Financial in Q2 2013 and has held it in 45 quarters since.
- 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.