First Capital Advisors Group’s Truist Financial TFC Stock Holding History

First Capital Advisors 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
2023 Q2	$1.79K	Buy	+59	New	+$1.83K	﹤0.01%	824
2018 Q2	–	Sell	-250	Closed	-$13K	–	697
2018 Q1	$13K	Buy	+250	New	+$13.5K	0.01%	509

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Capital Advisors Group's TFC Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Truist Financial (TFC) in Q2 2023: 59 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in TFC as recently as Q1 2018.

First Capital Advisors Group first reported a position in TFC in Q1 2018 and has held it in 2 quarters since. The position peaked at $13K in Q1 2018. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

First Capital Advisors Group held 59 shares of Truist Financial worth $1.79K as of Q2 2023.
Truist Financial was a new First Capital Advisors Group position in Q2 2023.
Truist Financial made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #824 holding.
First Capital Advisors Group first reported a position in Truist Financial in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Truist Financial position peaked at $13K in Q1 2018.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.