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Grey Street Capital’s Truist Financial TFC Stock Holding History

Grey Street 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
2024
Q1 		$352K Buy
+9,034
New +$330K 0.05% 357
2023
Q4 		– Sell
-10,385
Closed -$297K – 143
2023
Q3 		$297K Hold
10,385
– – 0.17% 97
2023
Q2 		$315K Buy
10,385
+585
+6% +$18.2K 0.17% 93
2023
Q1 		$334K Buy
+9,800
New +$428K 0.24% 83

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Grey Street Capital's TFC Position: Q1 2024 in Review

Grey Street Capital opened a new position in Truist Financial (TFC) in Q1 2024: 9,034 shares worth $352K. The stake represents 0.05% of the portfolio and ranks #357 among its holdings. This is a return to the name: Grey Street Capital previously reported a position in TFC as recently as Q3 2023.

Grey Street Capital first reported a position in TFC in Q1 2023 and has held it in 4 quarters since. 1,423 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Grey Street Capital held 9,034 shares of Truist Financial worth $352K as of Q1 2024.
  • Truist Financial was a new Grey Street Capital position in Q1 2024.
  • Truist Financial made up 0.05% of Grey Street Capital's portfolio in Q1 2024, its #357 holding.
  • Grey Street Capital first reported a position in Truist Financial in Q1 2023 and has held it in 4 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.