Capital World Investors
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Capital World Investors’s Truist Financial TFC Stock Holding History

Capital World Investors’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
Q1 		– Sell
-2,316,849
Closed -$99.7M – 543
2022
Q4 		$99.7M Buy
2,316,849
+49
+0% +$2.15K 0.02% 336
2022
Q3 		$101M Sell
2,316,800
-396,000
-15% -$19.1M 0.02% 335
2022
Q2 		$129M Hold
2,712,800
– – 0.03% 313
2022
Q1 		$154M Buy
2,712,800
+2,316,800
+585% +$143M 0.03% 323
2021
Q4 		$23.2M Sell
396,000
-21
-0% -$1.28K ﹤0.01% 518
2021
Q3 		$23.2M Sell
396,021
-873,177
-69% -$48.8M ﹤0.01% 523
2021
Q2 		$70.4M Sell
1,269,198
-13,375
-1% -$786K 0.01% 417
2021
Q1 		$74.8M Sell
1,282,573
-152,073
-11% -$8.33M 0.01% 392
2020
Q4 		$68.8M Sell
1,434,646
-11,946,433
-89% -$541M 0.01% 381
2020
Q3 		$509M Buy
13,381,079
+278,715
+2% +$10.5M 0.11% 182
2020
Q2 		$492M Buy
13,102,364
+593,039
+5% +$21.4M 0.12% 166
2020
Q1 		$386M Sell
12,509,325
-1,297,856
-9% -$61.4M 0.11% 159
2019
Q4 		$778M Buy
+13,807,181
New +$748M 0.17% 132

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors's TFC Position: Q1 2023 in Review

Capital World Investors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 2,316,849 shares — an estimated $99.7M sold.

Capital World Investors first reported a position in TFC in Q4 2019 and held it in 13 quarters. The position peaked at $778M in Q4 2019. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Capital World Investors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Capital World Investors sold 2,316,849 Truist Financial shares in Q1 2023, an estimated $99.7M.
  • Capital World Investors first reported a position in Truist Financial in Q4 2019 and held it in 13 quarters.
  • Capital World Investors's Truist Financial position peaked at $778M in Q4 2019.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Capital World Investors's 13F filing for Q1 2023, filed 15 May 2023.