First Command Bank’s Truist Financial TFC Stock Holding History

First Command Bank’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	$35.4K	Sell	1,165 -1,370	-54%	-$42.5K	﹤0.01%	255
2023 Q1	$86.4K	Sell	2,535 -863	-25%	-$37.7K	0.01%	191
2022 Q4	$146K	Sell	3,398 -202	-6%	-$8.86K	0.02%	152
2022 Q3	$157K	Sell	3,600 -698	-16%	-$33.6K	0.02%	141
2022 Q2	$204K	Sell	4,298 -305	-7%	-$15K	0.03%	125
2022 Q1	$261K	Sell	4,603 -2,329	-34%	-$144K	0.04%	123
2021 Q4	$406K	Hold	6,932	–	–	0.07%	96
2021 Q3	$406K	Sell	6,932 -127	-2%	-$7.1K	0.07%	96
2021 Q2	$391K	Buy	7,059 +1,133	+19%	+$66.6K	0.04%	99
2021 Q1	$346K	Buy	5,926 +221	+4%	+$12.1K	0.07%	97
2020 Q4	$273K	Buy	5,705 +467	+9%	+$21.1K	0.07%	101
2020 Q3	$199K	Sell	5,238 -875	-14%	-$33K	0.06%	106
2020 Q2	$230K	Hold	6,113	–	–	0.07%	98
2020 Q1	$189K	Sell	6,113 -550	-8%	-$26K	0.1%	109
2019 Q4	$375K	Buy	6,663 +388	+6%	+$21K	0.18%	85
2019 Q3	$335K	Hold	6,275	–	–	0.17%	86
2019 Q2	$308K	Hold	6,275	–	–	0.16%	88
2019 Q1	$292K	Hold	6,275	–	–	0.15%	90
2018 Q4	$272K	Sell	6,275 -497	-7%	-$23.9K	0.14%	88
2018 Q3	$329K	Sell	6,772 -73	-1%	-$3.75K	0.09%	90
2018 Q2	$345K	Buy	+6,845	New	+$364K	0.1%	87
2017 Q3	–	Sell	-1,318	Closed	-$60K	–	436
2017 Q2	$60K	Sell	1,318 -297	-18%	-$12.9K	0.04%	177
2017 Q1	$72K	Hold	1,615	–	–	0.05%	156
2016 Q4	$76K	Buy	+1,615	New	+$68.7K	0.06%	151

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 Command Bank's TFC Position: Q2 2023 in Review

First Command Bank reduced its Truist Financial (TFC) stake by 54% in Q2 2023, selling an estimated $42.5K and leaving 1,165 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

First Command Bank first reported a position in TFC in Q4 2016 and has held it in 24 quarters since. The position peaked at $406K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

First Command Bank held 1,165 shares of Truist Financial worth $35.4K as of Q2 2023.
First Command Bank sold 1,370 Truist Financial shares in Q2 2023, an estimated $42.5K.
Truist Financial made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #255 holding.
First Command Bank first reported a position in Truist Financial in Q4 2016 and has held it in 24 quarters since.
First Command Bank's Truist Financial position peaked at $406K in Q4 2021.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.