Henshaw Capital’s Truist Financial TFC Stock Holding History

Henshaw 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
2022 Q2	–	Sell	-5,821	Closed	-$330K	–	319
2022 Q1	$330K	Buy	5,821 +1,205	+26%	+$74.4K	0.02%	227
2021 Q4	$270K	Hold	4,616	–	–	0.02%	284
2021 Q3	$271K	Hold	4,616	–	–	0.02%	278
2021 Q2	$256K	Sell	4,616 -989	-18%	-$58.1K	0.02%	312
2021 Q1	$327K	Buy	+5,605	New	+$307K	0.02%	249
2020 Q3	–	Sell	-5,568	Closed	-$209K	–	331
2020 Q2	$209K	Sell	5,568 -2,396	-30%	-$86.3K	0.02%	291
2020 Q1	$246K	Hold	7,964	–	–	0.02%	220
2019 Q4	$449K	Hold	7,964	–	–	0.04%	154
2019 Q3	$425K	Hold	7,964	–	–	0.04%	159
2019 Q2	$391K	Buy	+7,964	New	+$390K	0.03%	170

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Henshaw Capital's TFC Position: Q2 2022 in Review

Henshaw Capital sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 5,821 shares — an estimated $330K sold.

Henshaw Capital first reported a position in TFC in Q2 2019 and held it in 10 quarters. The position peaked at $449K in Q4 2019. 1,449 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Henshaw Capital reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Henshaw Capital sold 5,821 Truist Financial shares in Q2 2022, an estimated $330K.
Henshaw Capital first reported a position in Truist Financial in Q2 2019 and held it in 10 quarters.
Henshaw Capital's Truist Financial position peaked at $449K in Q4 2019.
1,449 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Henshaw Capital's 13F filing for Q2 2022, filed 28 May 2026.