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First Trust Investment Solutions’s Truist Financial TFC Stock Holding History

First Trust Investment Solutions’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
Q3 		$1.14M Buy
+26,750
New +$1.13M 0.13% 130
2024
Q2 		– Sell
-7,007
Closed -$273K – 294
2024
Q1 		$273K Buy
+7,007
New +$256K 0.05% 205

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Investment Solutions's TFC Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in Truist Financial (TFC) in Q3 2024: 26,750 shares worth $1.14M. The stake represents 0.13% of the portfolio and ranks #130 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in TFC as recently as Q1 2024.

First Trust Investment Solutions first reported a position in TFC in Q1 2024 and has held it in 2 quarters since. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • First Trust Investment Solutions held 26,750 shares of Truist Financial worth $1.14M as of Q3 2024.
  • Truist Financial was a new First Trust Investment Solutions position in Q3 2024.
  • Truist Financial made up 0.13% of First Trust Investment Solutions's portfolio in Q3 2024, its #130 holding.
  • First Trust Investment Solutions first reported a position in Truist Financial in Q1 2024 and has held it in 2 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.