BC
TFC icon

Brinker Capital’s Truist Financial TFC Stock Holding History

Brinker Capital’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
2020
Q2 		$7.59M Buy
202,247
+18,889
+10% +$680K 0.24% 97
2020
Q1 		$5.66M Sell
183,358
-5,305
-3% -$251K 0.23% 101
2019
Q4 		$10.6M Buy
188,663
+1,971
+1% +$107K 0.33% 66
2019
Q3 		$9.96M Buy
186,692
+17,198
+10% +$852K 0.34% 58
2019
Q2 		$8.33M Buy
169,494
+42,946
+34% +$2.1M 0.3% 70
2019
Q1 		$5.89M Buy
126,548
+42,270
+50% +$2.06M 0.22% 102
2018
Q4 		$3.65M Sell
84,278
-5,734
-6% -$275K 0.16% 133
2018
Q3 		$4.37M Buy
90,012
+2,966
+3% +$152K 0.16% 140
2018
Q2 		$4.39M Sell
87,046
-2,792
-3% -$148K 0.17% 125
2018
Q1 		$4.67M Sell
89,838
-17,088
-16% -$920K 0.18% 115
2017
Q4 		$5.32M Buy
106,926
+71
+0.1% +$3.43K 0.21% 102
2017
Q3 		$5.02M Buy
106,855
+131
+0.1% +$6.02K 0.21% 105
2017
Q2 		$4.85M Sell
106,724
-2,468
-2% -$107K 0.22% 105
2017
Q1 		$4.88M Sell
109,192
-130
-0.1% -$6.07K 0.23% 94
2016
Q4 		$5.14M Buy
109,322
+99,351
+996% +$4.23M 0.29% 75
2016
Q3 		$376K Buy
+9,971
New +$371K 0.04% 238

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return