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Criterion Capital Advisors’s Truist Financial TFC Stock Holding History

Criterion Capital Advisors’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 		$39.8K Hold
1,024
– – 0.03% 149
2024
Q3 		$39.8K Hold
1,024
– – 0.03% 149
2024
Q2 		$39.8K Hold
1,024
– – 0.03% 149
2024
Q1 		$39.9K Hold
1,024
– – 0.03% 152
2023
Q4 		$37.8K Buy
+1,024
New +$32.1K 0.03% 159

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Criterion Capital Advisors's TFC Position: Q4 2024 in Review

Criterion Capital Advisors held its Truist Financial (TFC) position steady in Q4 2024 at 1,024 shares worth $39.8K. The position accounts for 0.03% of the portfolio, ranked #149.

Criterion Capital Advisors first reported a position in TFC in Q4 2023 and has held it in 5 quarters since. The position peaked at $39.9K in Q1 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Criterion Capital Advisors held 1,024 shares of Truist Financial worth $39.8K as of Q4 2024.
  • Criterion Capital Advisors left its Truist Financial share count unchanged in Q4 2024.
  • Truist Financial made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #149 holding.
  • Criterion Capital Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Truist Financial position peaked at $39.9K in Q1 2024.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.