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Credential Securities’s Truist Financial TFC Stock Holding History

Credential 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
2018
Q2 		$1.06M Sell
20,966
-1,163
-5% -$61.8K 0.24% 65
2018
Q1 		$1.15M Sell
22,129
-361
-2% -$19.4K 0.28% 63
2017
Q4 		$1.12M Sell
22,490
-301
-1% -$14.5K 0.27% 66
2017
Q3 		$1.07M Buy
22,791
+1,325
+6% +$60.9K 0.29% 70
2017
Q2 		$979K Buy
21,466
+1,604
+8% +$69.6K 0.3% 71
2017
Q1 		$888K Buy
19,862
+349
+2% +$16.3K 0.31% 72
2016
Q4 		$918K Buy
19,513
+332
+2% +$14.1K 0.37% 66
2016
Q3 		$724K Buy
19,181
+851
+5% +$31.7K 0.33% 88
2016
Q2 		$653K Buy
18,330
+883
+5% +$30.9K 0.34% 93
2016
Q1 		$580K Buy
17,447
+1,102
+7% +$36.6K 0.34% 92
2015
Q4 		$618K Buy
16,345
+701
+4% +$26.4K 0.41% 83
2015
Q3 		$557K Buy
15,644
+1,057
+7% +$40.8K 0.39% 79
2015
Q2 		$588K Buy
14,587
+1,569
+12% +$62.1K 0.37% 83
2015
Q1 		$507K Buy
13,018
+1,075
+9% +$40.5K 0.33% 92
2014
Q4 		$464K Buy
11,943
+1,206
+11% +$45.4K 0.3% 94
2014
Q3 		$401K Buy
10,737
+647
+6% +$24.4K 0.27% 104
2014
Q2 		$398K Buy
10,090
+867
+9% +$33.2K 0.26% 102
2014
Q1 		$371K Buy
+9,223
New +$353K 0.28% 98

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credential Securities's TFC Position: Q2 2018 in Review

Credential Securities reduced its Truist Financial (TFC) stake by 5.3% in Q2 2018, selling an estimated $61.8K and leaving 20,966 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #65.

Credential Securities first reported a position in TFC in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.15M in Q1 2018. 1,032 funds tracked by Wall St. Rank hold TFC as of Q2 2018.

  • Credential Securities held 20,966 shares of Truist Financial worth $1.06M as of Q2 2018.
  • Credential Securities sold 1,163 Truist Financial shares in Q2 2018, an estimated $61.8K.
  • Truist Financial made up 0.24% of Credential Securities's portfolio in Q2 2018, its #65 holding.
  • Credential Securities first reported a position in Truist Financial in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Truist Financial position peaked at $1.15M in Q1 2018.
  • 1,032 funds tracked by Wall St. Rank held Truist Financial as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.