Cadence Bank NA’s Truist Financial TFC Stock Holding History

Cadence Bank NA’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
2022 Q3	–	Sell	-40,410	Closed	-$1.92M	–	175
2022 Q2	$1.92M	Buy	40,410 +2,645	+7%	+$130K	0.62%	49
2022 Q1	$2.14M	Buy	37,765 +954	+3%	+$58.9K	0.6%	49
2021 Q4	$2.15M	Sell	36,811 -834	-2%	-$51K	0.59%	49
2021 Q3	$2.21M	Sell	37,645 -829	-2%	-$46.3K	0.66%	44
2021 Q2	$2.14M	Sell	38,474 -971	-2%	-$57K	0.64%	45
2021 Q1	$2.3M	Buy	39,445 +1,465	+4%	+$80.3K	0.73%	40
2020 Q4	$1.82M	Sell	37,980 -495	-1%	-$22.4K	0.64%	45
2020 Q3	$1.46M	Sell	38,475 -282	-0.7%	-$10.6K	0.57%	46
2020 Q2	$1.46M	Buy	38,757 +1,592	+4%	+$57.3K	0.62%	46
2020 Q1	$1.15M	Buy	+37,165	New	+$1.76M	0.58%	45
2019 Q4	–	Sell	-40,798	Closed	-$2.18M	–	180
2019 Q3	$2.18M	Buy	40,798 +1,243	+3%	+$61.6K	0.85%	33
2019 Q2	$1.94M	Sell	39,555 -4,823	-11%	-$236K	0.76%	37
2019 Q1	$2.06M	Buy	44,378 +913	+2%	+$44.5K	0.81%	37
2018 Q4	$1.88M	Buy	43,465 +1,537	+4%	+$73.8K	0.85%	34
2018 Q3	$2.04M	Buy	41,928 +1,559	+4%	+$80K	0.77%	38
2018 Q2	$2.04M	Sell	40,369 -4,316	-10%	-$229K	0.83%	32
2018 Q1	$2.33M	Buy	44,685 +5,241	+13%	+$282K	0.93%	31
2017 Q4	$1.96M	Buy	39,444 +2,115	+6%	+$102K	0.72%	45
2017 Q3	$1.75M	Sell	37,329 -41	-0.1%	-$1.89K	0.66%	48
2017 Q2	$1.7M	Sell	37,370 -8	-0%	-$347	0.77%	44
2017 Q1	$1.67M	Sell	37,378 -4,430	-11%	-$207K	0.77%	45
2016 Q4	$1.97M	Buy	41,808 +2,630	+7%	+$112K	0.92%	30
2016 Q3	$1.48M	Buy	39,178 +2,788	+8%	+$104K	0.67%	46
2016 Q2	$1.3M	Buy	+36,390	New	+$1.27M	0.64%	48

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cadence Bank NA's TFC Position: Q3 2022 in Review

Cadence Bank NA sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 40,410 shares — an estimated $1.92M sold.

Cadence Bank NA first reported a position in TFC in Q2 2016 and held it in 24 quarters. The position peaked at $2.33M in Q1 2018. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Cadence Bank NA reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 40,410 Truist Financial shares in Q3 2022, an estimated $1.92M.
Cadence Bank NA first reported a position in Truist Financial in Q2 2016 and held it in 24 quarters.
Cadence Bank NA's Truist Financial position peaked at $2.33M in Q1 2018.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.