CoreFirst Bank & Trust’s Truist Financial TFC Stock Holding History

CoreFirst Bank & Trust’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 Q1	–	Sell	-491	Closed	-$18.1K	–	366
2023 Q4	$18.1K	Hold	491	–	–	0.01%	282
2023 Q3	$14K	Hold	491	–	–	0.01%	311
2023 Q2	$14.9K	Hold	491	–	–	0.01%	296
2023 Q1	$16.7K	Hold	491	–	–	0.01%	287
2022 Q4	$21.1K	Sell	491 -62	-11%	-$2.72K	0.02%	292
2022 Q3	$24K	Hold	553	–	–	0.02%	271
2022 Q2	$26K	Hold	553	–	–	0.02%	265
2022 Q1	$31K	Hold	553	–	–	0.02%	284
2021 Q4	$32K	Hold	553	–	–	0.02%	296
2021 Q3	$32K	Hold	553	–	–	0.02%	302
2021 Q2	$31K	Hold	553	–	–	0.02%	310
2021 Q1	$32K	Hold	553	–	–	0.02%	299
2020 Q4	$27K	Buy	+553	New	+$25K	0.02%	276

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CoreFirst Bank & Trust's TFC Position: Q1 2024 in Review

CoreFirst Bank & Trust sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 491 shares — an estimated $18.1K sold.

CoreFirst Bank & Trust first reported a position in TFC in Q4 2020 and held it in 13 quarters. The position peaked at $32K in Q4 2021. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

CoreFirst Bank & Trust reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
CoreFirst Bank & Trust sold 491 Truist Financial shares in Q1 2024, an estimated $18.1K.
CoreFirst Bank & Trust first reported a position in Truist Financial in Q4 2020 and held it in 13 quarters.
CoreFirst Bank & Trust's Truist Financial position peaked at $32K in Q4 2021.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2024, filed 15 May 2024.