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Buckingham Strategic Wealth’s Truist Financial TFC Stock Holding History

Buckingham Strategic Wealth’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 		$2.2M Buy
56,706
+583
+1% +$22K 0.02% 227
2024
Q1 		$2.19M Buy
56,123
+1,465
+3% +$53.6K 0.02% 228
2023
Q4 		$2.02M Sell
54,658
-846
-2% -$26.6K 0.02% 232
2023
Q3 		$1.59M Buy
55,504
+1,917
+4% +$58.9K 0.02% 235
2023
Q2 		$1.63M Sell
53,587
-59,882
-53% -$1.86M 0.02% 235
2023
Q1 		$4.88M Hold
113,469
– – 0.09% 113
2022
Q4 		$4.88M Buy
113,469
+6,498
+6% +$285K 0.09% 113
2022
Q3 		$4.66M Buy
106,971
+1,641
+2% +$79K 0.1% 110
2022
Q2 		$5M Buy
105,330
+1,562
+2% +$77K 0.1% 107
2022
Q1 		$5.88M Buy
103,768
+277
+0.3% +$17.1K 0.12% 94
2021
Q4 		$6.06M Sell
103,491
-1,309
-1% -$80K 0.12% 92
2021
Q3 		$6.15M Sell
104,800
-86
-0.1% -$4.81K 0.13% 90
2021
Q2 		$5.82M Buy
104,886
+64,051
+157% +$3.76M 0.14% 91
2021
Q1 		$2.38M Buy
40,835
+515
+1% +$28.2K 0.12% 139
2020
Q4 		$1.93M Buy
40,320
+4,798
+14% +$217K 0.1% 148
2020
Q3 		$1.35M Buy
35,522
+11
+0% +$414 0.1% 150
2020
Q2 		$1.33M Sell
35,511
-2,342
-6% -$84.3K 0.13% 126
2020
Q1 		$1.17M Sell
37,853
-5,359
-12% -$253K 0.11% 143
2019
Q4 		$2.43M Buy
43,212
+2,215
+5% +$120K 0.23% 84
2019
Q3 		$2.19M Buy
40,997
+14
+0% +$694 0.24% 85
2019
Q2 		$2.01M Sell
40,983
-369
-0.9% -$18.1K 0.22% 87
2019
Q1 		$1.92M Buy
41,352
+11,279
+38% +$550K 0.24% 86
2018
Q4 		$1.3M Buy
30,073
+153
+0.5% +$7.34K 0.2% 95
2018
Q3 		$1.45M Buy
29,920
+746
+3% +$38.3K 0.22% 97
2018
Q2 		$1.47M Buy
29,174
+13,791
+90% +$733K 0.24% 95
2018
Q1 		$801K Buy
+15,383
New +$829K 0.16% 129

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

Buckingham Strategic Wealth's TFC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Truist Financial (TFC) stake by 1% in Q2 2024, buying an estimated $22K and bringing the position to 56,706 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #227.

Buckingham Strategic Wealth first reported a position in TFC in Q1 2018 and has held it in 26 quarters since. The position peaked at $6.15M in Q3 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Buckingham Strategic Wealth held 56,706 shares of Truist Financial worth $2.2M as of Q2 2024.
  • Buckingham Strategic Wealth bought 583 Truist Financial shares in Q2 2024, an estimated $22K.
  • Truist Financial made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #227 holding.
  • Buckingham Strategic Wealth first reported a position in Truist Financial in Q1 2018 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's Truist Financial position peaked at $6.15M in Q3 2021.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.