Highlander Capital Management’s Truist Financial TFC Stock Holding History

Highlander Capital Management’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	$65.5K	Hold	1,680	–	–	0.02%	347
2023 Q4	$62K	Hold	1,680	–	–	0.02%	356
2023 Q3	$48K	Buy	1,680 +400	+31%	+$12.3K	0.02%	378
2023 Q2	$39K	Hold	1,280	–	–	0.02%	356
2023 Q1	$44K	Hold	1,280	–	–	0.02%	332
2022 Q4	$55K	Hold	1,280	–	–	0.03%	289
2022 Q3	$56K	Hold	1,280	–	–	0.03%	268
2022 Q2	$61K	Hold	1,280	–	–	0.03%	267
2022 Q1	$73K	Hold	1,280	–	–	0.03%	253
2021 Q4	$75K	Hold	1,280	–	–	0.03%	241
2021 Q3	$75K	Hold	1,280	–	–	0.04%	235
2021 Q2	$71K	Hold	1,280	–	–	0.04%	250
2021 Q1	$75K	Hold	1,280	–	–	0.04%	240
2020 Q4	$61K	Hold	1,280	–	–	0.03%	255
2020 Q3	$49K	Hold	1,280	–	–	0.03%	294
2020 Q2	$48K	Hold	1,280	–	–	0.03%	285
2020 Q1	$39K	Hold	1,280	–	–	0.03%	314
2019 Q4	$72K	Sell	1,280 -1,442	-53%	-$78.1K	0.04%	251
2019 Q3	$145K	Hold	2,722	–	–	0.09%	184
2019 Q2	$134K	Hold	2,722	–	–	0.08%	200
2019 Q1	$127K	Sell	2,722 -1,442	-35%	-$70.3K	0.08%	209
2018 Q4	$183K	Sell	4,164 -3,896	-48%	-$187K	0.12%	161
2018 Q3	$391K	Hold	8,060	–	–	0.22%	112
2018 Q2	$407K	Hold	8,060	–	–	0.23%	108
2018 Q1	$409K	Buy	8,060 +1,118	+16%	+$60.2K	0.24%	106
2017 Q4	$345K	Hold	6,942	–	–	0.25%	108
2017 Q3	$326K	Hold	6,942	–	–	0.25%	110
2017 Q2	$320K	Hold	6,942	–	–	0.25%	106
2017 Q1	$310K	Hold	6,942	–	–	0.25%	109
2016 Q4	$326K	Hold	6,942	–	–	0.28%	96
2016 Q3	$262K	Hold	6,942	–	–	0.23%	119
2016 Q2	$247K	Hold	6,942	–	–	0.23%	126
2016 Q1	$231K	Hold	6,942	–	–	0.22%	126
2015 Q4	$263K	Hold	6,942	–	–	0.24%	112
2015 Q3	$246K	Buy	6,942 +1,442	+26%	+$55.6K	0.23%	122
2015 Q2	$222K	Hold	5,500	–	–	0.2%	132
2015 Q1	$214K	Hold	5,500	–	–	0.18%	136
2014 Q4	$214K	Hold	5,500	–	–	0.18%	137
2014 Q3	$205K	Hold	5,500	–	–	0.19%	130
2014 Q2	$217K	Hold	5,500	–	–	0.2%	133
2014 Q1	$221K	Hold	5,500	–	–	0.21%	129
2013 Q4	$205K	Hold	5,500	–	–	0.19%	140
2013 Q3	$186K	Buy	5,500 +2,000	+57%	+$69.8K	0.19%	138
2013 Q2	$119K	Buy	+3,500	New	+$112K	0.13%	192

Other funds holding TFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Highlander Capital Management's TFC Position: Q1 2024 in Review

Highlander Capital Management held its Truist Financial (TFC) position steady in Q1 2024 at 1,680 shares worth $65.5K. The position accounts for 0.02% of the portfolio, ranked #347.

Highlander Capital Management first reported a position in TFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $409K in Q1 2018. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

Highlander Capital Management held 1,680 shares of Truist Financial worth $65.5K as of Q1 2024.
Highlander Capital Management left its Truist Financial share count unchanged in Q1 2024.
Truist Financial made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #347 holding.
Highlander Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 44 quarters since.
Highlander Capital Management's Truist Financial position peaked at $409K in Q1 2018.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.