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Galvin Gaustad & Stein’s Truist Financial TFC Stock Holding History

Galvin Gaustad & Stein’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
-9,995
Closed -$427K – 194
2024
Q3 		$427K Sell
9,995
-4,910
-33% -$207K 0.04% 139
2024
Q2 		$579K Sell
14,905
-12,391
-45% -$468K 0.05% 119
2024
Q1 		$1.06M Sell
27,296
-11,559
-30% -$423K 0.1% 89
2023
Q4 		$1.43M Sell
38,855
-383,228
-91% -$12M 0.13% 79
2023
Q3 		$12.1M Buy
422,083
+7,887
+2% +$243K 1.22% 40
2023
Q2 		$12.6M Buy
414,196
+38,661
+10% +$1.2M 1.22% 39
2023
Q1 		$12.8M Buy
375,535
+21,019
+6% +$918K 1.26% 36
2022
Q4 		$15.3M Buy
354,516
+80,901
+30% +$3.55M 1.54% 31
2022
Q3 		$11.9M Buy
273,615
+109,636
+67% +$5.28M 1.26% 37
2022
Q2 		$7.78M Buy
163,979
+26,170
+19% +$1.29M 0.79% 51
2022
Q1 		$7.81M Sell
137,809
-10,861
-7% -$671K 0.7% 56
2021
Q4 		$8.71M Sell
148,670
-44,766
-23% -$2.73M 0.75% 53
2021
Q3 		$11.3M Sell
193,436
-7,851
-4% -$439K 1.1% 38
2021
Q2 		$11.2M Sell
201,287
-4,575
-2% -$269K 1.06% 38
2021
Q1 		$12M Sell
205,862
-9,622
-4% -$527K 1.21% 36
2020
Q4 		$10.3M Buy
+215,484
New +$9.76M 1.08% 39

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

Galvin Gaustad & Stein's TFC Position: Q4 2024 in Review

Galvin Gaustad & Stein sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 9,995 shares — an estimated $427K sold.

Galvin Gaustad & Stein first reported a position in TFC in Q4 2020 and held it in 16 quarters. The position peaked at $15.3M in Q4 2022. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Galvin Gaustad & Stein reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 9,995 Truist Financial shares in Q4 2024, an estimated $427K.
  • Galvin Gaustad & Stein first reported a position in Truist Financial in Q4 2020 and held it in 16 quarters.
  • Galvin Gaustad & Stein's Truist Financial position peaked at $15.3M in Q4 2022.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2024, filed 17 Jan 2025.