Global Financial Private Capital’s Truist Financial TFC Stock Holding History

Global Financial Private Capital’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
2020 Q2	$410K	Buy	10,922 +2,853	+35%	+$103K	0.03%	213
2020 Q1	$251K	Sell	8,069 -347	-4%	-$16.4K	0.02%	221
2019 Q4	$474K	Buy	8,416 +3,412	+68%	+$185K	0.02%	221
2019 Q3	$267K	Buy	5,004 +223	+5%	+$11.1K	0.01%	233
2019 Q2	$235K	Buy	+4,781	New	+$234K	0.01%	257
2018 Q4	–	Sell	-28,725	Closed	-$1.39M	–	500
2018 Q3	$1.39M	Sell	28,725 -103	-0.4%	-$5.29K	0.05%	238
2018 Q2	$1.45M	Buy	+28,828	New	+$1.53M	0.05%	224

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Global Financial Private Capital's TFC Position: Q2 2020 in Review

Global Financial Private Capital increased its Truist Financial (TFC) stake by 35% in Q2 2020, buying an estimated $103K and bringing the position to 10,922 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #213.

Global Financial Private Capital first reported a position in TFC in Q2 2018 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2018. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Global Financial Private Capital held 10,922 shares of Truist Financial worth $410K as of Q2 2020.
Global Financial Private Capital bought 2,853 Truist Financial shares in Q2 2020, an estimated $103K.
Truist Financial made up 0.03% of Global Financial Private Capital's portfolio in Q2 2020, its #213 holding.
Global Financial Private Capital first reported a position in Truist Financial in Q2 2018 and has held it in 7 quarters since.
Global Financial Private Capital's Truist Financial position peaked at $1.45M in Q2 2018.
1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.