EFSCE
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Enterprise Financial Services Corp (EFSC)’s Truist Financial TFC Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 		– Sell
-4,921
Closed -$210K – 161
2024
Q3 		$210K Sell
4,921
-578
-11% -$24.4K 0.12% 138
2024
Q2 		$214K Sell
5,499
-29
-0.5% -$1.09K 0.13% 143
2024
Q1 		$215K Sell
5,528
-3,263
-37% -$119K 0.13% 151
2023
Q4 		$325K Sell
8,791
-128
-1% -$4.02K 0.2% 113
2023
Q3 		$255K Sell
8,919
-707
-7% -$21.7K 0.18% 121
2023
Q2 		$292K Buy
9,626
+1,174
+14% +$36.5K 0.19% 114
2023
Q1 		$288K Sell
8,452
-868
-9% -$37.9K 0.19% 116
2022
Q4 		$401K Buy
9,320
+1,926
+26% +$84.5K 0.28% 86
2022
Q3 		$322K Sell
7,394
-4,423
-37% -$213K 0.24% 95
2022
Q2 		$560K Sell
11,817
-5,120
-30% -$253K 0.11% 140
2022
Q1 		$960K Sell
16,937
-2,806
-14% -$173K 0.16% 112
2021
Q4 		$1.16M Sell
19,743
-46,473
-70% -$2.84M 0.18% 103
2021
Q3 		$3.88M Buy
66,216
+53,544
+423% +$2.99M 0.5% 47
2021
Q2 		$704K Sell
12,672
-1,426
-10% -$83.8K 0.11% 123
2021
Q1 		$822K Sell
14,098
-287
-2% -$15.7K 0.15% 94
2020
Q4 		$689K Sell
14,385
-86
-0.6% -$3.89K 0.13% 99
2020
Q3 		$551K Sell
14,471
-70
-0.5% -$2.64K 0.11% 108
2020
Q2 		$546K Buy
14,541
+81
+0.6% +$2.92K 0.12% 109
2020
Q1 		$446K Buy
14,460
+2,329
+19% +$110K 0.11% 117
2019
Q4 		$683K Buy
12,131
+7,054
+139% +$382K 0.15% 97
2019
Q3 		$271K Sell
5,077
-24
-0.5% -$1.19K 0.06% 178
2019
Q2 		$250K Buy
5,101
+41
+0.8% +$2.01K 0.05% 198
2019
Q1 		$236K Buy
5,060
+1,192
+31% +$58.1K 0.05% 204
2018
Q4 		$168K Sell
3,868
-181
-4% -$8.69K 0.11% 133
2018
Q3 		$197K Buy
4,049
+145
+4% +$7.44K 0.1% 137
2018
Q2 		$197K Sell
3,904
-17
-0.4% -$903 0.1% 140
2018
Q1 		$204K Sell
3,921
-7,421
-65% -$400K 0.11% 143
2017
Q4 		$564K Hold
11,342
– – 0.27% 74
2017
Q3 		$532K Buy
11,342
+7,499
+195% +$345K 0.26% 70
2017
Q2 		$175K Sell
3,843
-551
-13% -$23.9K 0.09% 151
2017
Q1 		$196K Hold
4,394
– – 0.1% 145
2016
Q4 		$207K Buy
4,394
+514
+13% +$21.9K 0.1% 137
2016
Q3 		$146K Hold
3,880
– – 0.08% 161
2016
Q2 		$138K Sell
3,880
-323
-8% -$11.3K 0.08% 158
2016
Q1 		$140K Buy
4,203
+2,281
+119% +$75.8K 0.08% 151
2015
Q4 		$73K Buy
1,922
+646
+51% +$24.3K 0.04% 201
2015
Q3 		$45K Hold
1,276
– – 0.03% 259
2015
Q2 		$51K Sell
1,276
-104
-8% -$4.11K 0.03% 241
2015
Q1 		$54K Hold
1,380
– – 0.03% 243
2014
Q4 		$54K Hold
1,380
– – 0.03% 246
2014
Q3 		$52K Sell
1,380
-6
-0.4% -$227 0.03% 252
2014
Q2 		$55K Hold
1,386
– – 0.03% 248
2014
Q1 		$56K Hold
1,386
– – 0.03% 235
2013
Q4 		$52K Hold
1,386
– – 0.03% 241
2013
Q3 		$46K Buy
1,386
+397
+40% +$13.9K 0.03% 244
2013
Q2 		$34K Buy
+989
New +$31.5K 0.02% 247

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

Enterprise Financial Services Corp (EFSC)'s TFC Position: Q4 2024 in Review

Enterprise Financial Services Corp (EFSC) sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 4,921 shares — an estimated $210K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in TFC in Q2 2013 and held it in 46 quarters. The position peaked at $3.88M in Q3 2021. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 4,921 Truist Financial shares in Q4 2024, an estimated $210K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Truist Financial in Q2 2013 and held it in 46 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Truist Financial position peaked at $3.88M in Q3 2021.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2024, filed 7 Feb 2025.