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Bluefin Capital Management’s Truist Financial TFC Stock Holding History

Bluefin 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
2024
Q2 		– Sell
-6,400
Closed -$249K – 151
2024
Q1 		$249K Buy
+6,400
New +$234K 0.04% 82
2020
Q1 		– Sell
-51,616
Closed -$2.91M – 650
2019
Q4 		$2.91M Buy
+51,616
New +$2.79M 0.19% 122
2015
Q3 		– Sell
-12,101
Closed -$488K – 597
2015
Q2 		$488K Buy
+12,101
New +$479K 0.03% 301

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bluefin Capital Management's TFC Position: Q2 2024 in Review

Bluefin Capital Management sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 6,400 shares — an estimated $249K sold.

Bluefin Capital Management first reported a position in TFC in Q2 2015 and held it in 3 quarters. The position peaked at $2.91M in Q4 2019. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Bluefin Capital Management reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Bluefin Capital Management sold 6,400 Truist Financial shares in Q2 2024, an estimated $249K.
  • Bluefin Capital Management first reported a position in Truist Financial in Q2 2015 and held it in 3 quarters.
  • Bluefin Capital Management's Truist Financial position peaked at $2.91M in Q4 2019.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Bluefin Capital Management's 13F filing for Q2 2024, filed 10 Sep 2024.