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Horan Securities’s Truist Financial TFC Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-129
Closed -$3.92K – 606
2023
Q2 		$3.92K Sell
129
-79
-38% -$2.45K ﹤0.01% 506
2023
Q1 		$7.09K Hold
208
– – ﹤0.01% 429
2022
Q4 		$8.95K Buy
208
+89
+75% +$3.9K 0.01% 380
2022
Q3 		$5K Hold
119
– – ﹤0.01% 411
2022
Q2 		$6K Hold
119
– – ﹤0.01% 400
2022
Q1 		$7K Hold
119
– – ﹤0.01% 357
2021
Q4 		$7K Buy
+119
New +$7.27K ﹤0.01% 362
2021
Q2 		$11K Hold
193
– – 0.01% 297
2021
Q1 		$11K Buy
193
+119
+161% +$6.52K 0.01% 266
2020
Q4 		$4K Sell
74
-140
-65% -$6.34K ﹤0.01% 323
2020
Q3 		$8K Buy
214
+69
+48% +$2.6K 0.01% 230
2020
Q2 		$5K Buy
+145
New +$5.22K 0.01% 242

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horan Securities's TFC Position: Q3 2023 in Review

Horan Securities sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 129 shares — an estimated $3.92K sold.

Horan Securities first reported a position in TFC in Q2 2020 and held it in 12 quarters. The position peaked at $11K in Q2 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Horan Securities reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 129 Truist Financial shares in Q3 2023, an estimated $3.92K.
  • Horan Securities first reported a position in Truist Financial in Q2 2020 and held it in 12 quarters.
  • Horan Securities's Truist Financial position peaked at $11K in Q2 2021.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.