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Edge Capital Group’s Truist Financial TFC Stock Holding History

Edge Capital Group’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 		$17.2M Sell
100
-400,235
-100% -$17.9M 0.77% 34
2024
Q3 		$17.1M Buy
400,335
+37,999
+10% +$1.6M 0.76% 34
2024
Q2 		$14.1M Buy
362,336
+14,728
+4% +$556K 0.68% 35
2024
Q1 		$13.5M Buy
347,608
+27,975
+9% +$1.02M 0.67% 35
2023
Q4 		$11.8M Buy
319,633
+68,637
+27% +$2.15M 0.66% 34
2023
Q3 		$7.18M Sell
250,996
-28,570
-10% -$879K 0.47% 52
2023
Q2 		$8.48M Buy
279,566
+264,610
+1,769% +$8.22M 0.49% 48
2023
Q1 		$510K Sell
14,956
-3,248
-18% -$142K 0.03% 207
2022
Q4 		$783K Sell
18,204
-530
-3% -$23.2K 0.05% 156
2022
Q3 		$816K Sell
18,734
-17,233
-48% -$829K 0.07% 147
2022
Q2 		$7.87M Buy
35,967
+22,110
+160% +$1.09M 0.68% 39
2022
Q1 		$786K Buy
13,857
+262
+2% +$16.2K 0.05% 164
2021
Q4 		$796K Buy
13,595
+1,313
+11% +$80.2K 0.06% 158
2021
Q3 		$720K Buy
12,282
+1,970
+19% +$110K 0.06% 156
2021
Q2 		$572K Sell
10,312
-41
-0.4% -$2.41K 0.05% 175
2021
Q1 		$604K Buy
10,353
+258
+3% +$14.1K 0.05% 166
2020
Q4 		$484K Sell
10,095
-4,293
-30% -$194K 0.04% 171
2020
Q3 		$547K Sell
14,388
-24,700
-63% -$931K 0.05% 150
2020
Q2 		$1.47M Buy
39,088
+3,381
+9% +$122K 0.15% 102
2020
Q1 		$1.1M Sell
35,707
-171,392
-83% -$8.1M 0.13% 108
2019
Q4 		$11.7M Buy
207,099
+196,789
+1,909% +$10.7M 1.13% 16
2019
Q3 		$550K Buy
10,310
+256
+3% +$12.7K 0.06% 157
2019
Q2 		$494K Sell
10,054
-256
-2% -$12.5K 0.05% 172
2019
Q1 		$480K Sell
10,310
-147,789
-93% -$7.21M 0.05% 176
2018
Q4 		$6.85M Buy
+158,099
New +$7.59M 0.74% 34

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

Edge Capital Group's TFC Position: Q4 2024 in Review

Edge Capital Group reduced its Truist Financial (TFC) stake by 100% in Q4 2024, selling an estimated $17.9M and leaving 100 shares worth $17.2M. The position accounts for 0.77% of the portfolio, ranked #34.

Edge Capital Group first reported a position in TFC in Q4 2018 and has held it in 25 quarters since. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Edge Capital Group held 100 shares of Truist Financial worth $17.2M as of Q4 2024.
  • Edge Capital Group sold 400,235 Truist Financial shares in Q4 2024, an estimated $17.9M.
  • Truist Financial made up 0.77% of Edge Capital Group's portfolio in Q4 2024, its #34 holding.
  • Edge Capital Group first reported a position in Truist Financial in Q4 2018 and has held it in 25 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.