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Johnson Midwest Financial’s Truist Financial TFC Stock Holding History

Johnson Midwest Financial’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 		$2.86K Buy
+100
New +$3.08K 0.01% 296

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

Johnson Midwest Financial's TFC Position: Q3 2023 in Review

Johnson Midwest Financial opened a new position in Truist Financial (TFC) in Q3 2023: 100 shares worth $2.86K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings.

1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Johnson Midwest Financial held 100 shares of Truist Financial worth $2.86K as of Q3 2023.
  • Truist Financial was a new Johnson Midwest Financial position in Q3 2023.
  • Truist Financial made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #296 holding.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.