Diligent Investors’s Truist Financial TFC Stock Holding History

Diligent Investors’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 Q2	–	Sell	-5,567	Closed	-$217K	–	350
2024 Q1	$217K	Sell	5,567 -103	-2%	-$3.77K	0.05%	304
2023 Q4	$209K	Buy	+5,670	New	+$178K	0.06%	294
2021 Q2	–	Sell	-3,467	Closed	-$202K	–	250
2021 Q1	$202K	Buy	+3,467	New	+$190K	0.07%	215
2020 Q1	–	Sell	-5,255	Closed	-$296K	–	208
2019 Q4	$296K	Hold	5,255	–	–	0.13%	156
2019 Q3	$280K	Sell	5,255 -255	-5%	-$12.6K	0.14%	165
2019 Q2	$271K	Hold	5,510	–	–	0.13%	169
2019 Q1	$256K	Hold	5,510	–	–	0.15%	156
2018 Q4	$239K	Sell	5,510 -1,802	-25%	-$86.5K	0.16%	150
2018 Q3	$355K	Hold	7,312	–	–	0.19%	135
2018 Q2	$369K	Hold	7,312	–	–	0.22%	118
2018 Q1	$381K	Hold	7,312	–	–	0.23%	116
2017 Q4	$364K	Hold	7,312	–	–	0.23%	120
2017 Q3	$343K	Sell	7,312 -100	-1%	-$4.6K	0.25%	104
2017 Q2	$337K	Hold	7,412	–	–	0.24%	109
2017 Q1	$332K	Hold	7,412	–	–	0.25%	101
2016 Q4	$348K	Sell	7,412 -200	-3%	-$8.51K	0.28%	93
2016 Q3	$288K	Sell	7,612 -100	-1%	-$3.73K	0.23%	113
2016 Q2	$275K	Hold	7,712	–	–	0.26%	107
2016 Q1	$257K	Hold	7,712	–	–	0.28%	108
2015 Q4	$292K	Sell	7,712 -600	-7%	-$22.6K	0.33%	90
2015 Q3	$311K	Sell	8,312 -800	-9%	-$30.9K	0.33%	91
2015 Q2	$375K	Hold	9,112	–	–	0.39%	78
2015 Q1	$351K	Hold	9,112	–	–	0.36%	82
2014 Q4	$342K	Buy	+9,112	New	+$343K	0.35%	87

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Diligent Investors's TFC Position: Q2 2024 in Review

Diligent Investors sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 5,567 shares — an estimated $217K sold.

Diligent Investors first reported a position in TFC in Q4 2014 and held it in 24 quarters. The position peaked at $381K in Q1 2018. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Diligent Investors reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Diligent Investors sold 5,567 Truist Financial shares in Q2 2024, an estimated $217K.
Diligent Investors first reported a position in Truist Financial in Q4 2014 and held it in 24 quarters.
Diligent Investors's Truist Financial position peaked at $381K in Q1 2018.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Diligent Investors's 13F filing for Q2 2024, filed 15 Jul 2024.