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EMFO LLC’s Truist Financial TFC Stock Holding History

EMFO LLC’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 		$245K Sell
6,315
-10
-0.2% -$378 0.22% 81
2024
Q1 		$247K Buy
6,325
+10
+0.2% +$366 0.23% 89
2023
Q4 		$233K Hold
6,315
– – 0.21% 86
2023
Q3 		$181K Hold
6,315
– – 0.17% 94
2023
Q2 		$192K Hold
6,315
– – 0.17% 94
2023
Q1 		$215K Hold
6,315
– – 0.2% 88
2022
Q4 		$272K Hold
6,315
– – 0.27% 69
2022
Q3 		$275K Hold
6,315
– – 0.26% 80
2022
Q2 		$300K Hold
6,315
– – 0.3% 64
2022
Q1 		$358K Hold
6,315
– – 0.32% 63
2021
Q4 		$370K Hold
6,315
– – 0.33% 63
2021
Q3 		$370K Hold
6,315
– – 0.33% 62
2021
Q2 		$350K Buy
+6,315
New +$371K 0.31% 68

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EMFO LLC's TFC Position: Q2 2024 in Review

EMFO LLC reduced its Truist Financial (TFC) stake by 0.16% in Q2 2024, selling an estimated $378 and leaving 6,315 shares worth $245K. The position accounts for 0.22% of the portfolio, ranked #81.

EMFO LLC first reported a position in TFC in Q2 2021 and has held it in 13 quarters since. The position peaked at $370K in Q4 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • EMFO LLC held 6,315 shares of Truist Financial worth $245K as of Q2 2024.
  • EMFO LLC sold 10 Truist Financial shares in Q2 2024, an estimated $378.
  • Truist Financial made up 0.22% of EMFO LLC's portfolio in Q2 2024, its #81 holding.
  • EMFO LLC first reported a position in Truist Financial in Q2 2021 and has held it in 13 quarters since.
  • EMFO LLC's Truist Financial position peaked at $370K in Q4 2021.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.