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Berkshire Bank’s Truist Financial TFC Stock Holding History

Berkshire Bank’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
2023
Q2 		– Sell
-28,268
Closed -$964K – 136
2023
Q1 		$964K Sell
28,268
-390
-1% -$17K 0.29% 68
2022
Q4 		$1.23M Sell
28,658
-1,541
-5% -$67.6K 0.38% 60
2022
Q3 		$1.31M Buy
+30,199
New +$1.45M 0.4% 58

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Bank's TFC Position: Q2 2023 in Review

Berkshire Bank sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 28,268 shares — an estimated $964K sold.

Berkshire Bank first reported a position in TFC in Q3 2022 and held it in 3 quarters. The position peaked at $1.31M in Q3 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Berkshire Bank reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Berkshire Bank sold 28,268 Truist Financial shares in Q2 2023, an estimated $964K.
  • Berkshire Bank first reported a position in Truist Financial in Q3 2022 and held it in 3 quarters.
  • Berkshire Bank's Truist Financial position peaked at $1.31M in Q3 2022.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Berkshire Bank's 13F filing for Q2 2023, filed 12 Jul 2023.