Caxton Associates (New York)’s Truist Financial TFC Stock Holding History

Caxton Associates (New York)’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 Q4	$614K	Sell	14,144 -10,916	-44%	-$487K	0.02%	295
2024 Q3	$1.07M	Buy	+25,060	New	+$1.06M	0.04%	233
2020 Q2	–	Sell	-7,095	Closed	-$219K	–	620
2020 Q1	$219K	Buy	+7,095	New	+$336K	0.04%	331
2019 Q2	–	Sell	-10,425	Closed	-$485K	–	519
2019 Q1	$485K	Sell	10,425 -2,261	-18%	-$110K	0.07%	154
2018 Q4	$550K	Buy	12,686 +4,795	+61%	+$230K	0.09%	108
2018 Q3	$383K	Sell	7,891 -12,197	-61%	-$626K	0.03%	273
2018 Q2	$1.01M	Buy	+20,088	New	+$1.07M	0.05%	169
2017 Q4	–	Sell	-12,000	Closed	-$563K	–	522
2017 Q3	$563K	Buy	+12,000	New	+$552K	0.02%	294

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caxton Associates (New York)'s TFC Position: Q4 2024 in Review

Caxton Associates (New York) reduced its Truist Financial (TFC) stake by 44% in Q4 2024, selling an estimated $487K and leaving 14,144 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #295.

Caxton Associates (New York) first reported a position in TFC in Q3 2017 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Caxton Associates (New York) held 14,144 shares of Truist Financial worth $614K as of Q4 2024.
Caxton Associates (New York) sold 10,916 Truist Financial shares in Q4 2024, an estimated $487K.
Truist Financial made up 0.02% of Caxton Associates (New York)'s portfolio in Q4 2024, its #295 holding.
Caxton Associates (New York) first reported a position in Truist Financial in Q3 2017 and has held it in 8 quarters since.
Caxton Associates (New York)'s Truist Financial position peaked at $1.07M in Q3 2024.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.