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Credential Qtrade Securities’s Truist Financial TFC Stock Holding History

Credential Qtrade Securities’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
Q2 		– Sell
-47
Closed -$1.6K – 417
2023
Q1 		$1.6K Buy
+47
New +$2.05K ﹤0.01% 371
2019
Q4 		– Sell
-36
Closed -$1.92K – 316
2019
Q3 		$1.92K Hold
36
– – ﹤0.01% 269
2019
Q2 		$1.77K Sell
36
-20,784
-100% -$1.02M ﹤0.01% 287
2019
Q1 		$969K Buy
20,820
+84
+0.4% +$4.1K 0.18% 77
2018
Q4 		$898K Sell
20,736
-176
-0.8% -$8.45K 0.2% 74
2018
Q3 		$1.01M Buy
+20,912
New +$1.07M 0.21% 73

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Credential Qtrade Securities's TFC Position: Q2 2023 in Review

Credential Qtrade Securities sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 47 shares — an estimated $1.6K sold.

Credential Qtrade Securities first reported a position in TFC in Q3 2018 and held it in 6 quarters. The position peaked at $1.01M in Q3 2018. 1,309 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Credential Qtrade Securities reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Credential Qtrade Securities sold 47 Truist Financial shares in Q2 2023, an estimated $1.6K.
  • Credential Qtrade Securities first reported a position in Truist Financial in Q3 2018 and held it in 6 quarters.
  • Credential Qtrade Securities's Truist Financial position peaked at $1.01M in Q3 2018.
  • 1,309 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.