KB Financial Partners’s Truist Financial TFC Stock Holding History

KB Financial Partners’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	$73K	Sell	2,563 -131	-5%	-$4.03K	0.02%	225
2023 Q2	$82K	Buy	2,694 +22	+0.8%	+$683	0.02%	220
2023 Q1	$91K	Sell	2,672 -351	-12%	-$15.3K	0.03%	214
2022 Q4	$130K	Sell	3,023 -3	-0.1%	-$132	0.04%	192
2022 Q3	$132K	Sell	3,026 -4	-0.1%	-$192	0.05%	180
2022 Q2	$144K	Sell	3,030 -510	-14%	-$25.2K	0.05%	175
2022 Q1	$201K	Sell	3,540 -359	-9%	-$22.2K	0.06%	175
2021 Q4	$228K	Sell	3,899 -416	-10%	-$25.4K	0.07%	172
2021 Q3	$253K	Sell	4,315 -287	-6%	-$16K	0.09%	143
2021 Q2	$255K	Sell	4,602 -1,144	-20%	-$67.2K	0.1%	132
2021 Q1	$335K	Buy	+5,746	New	+$315K	0.14%	74

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KB Financial Partners's TFC Position: Q3 2023 in Review

KB Financial Partners reduced its Truist Financial (TFC) stake by 4.9% in Q3 2023, selling an estimated $4.03K and leaving 2,563 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #225.

KB Financial Partners first reported a position in TFC in Q1 2021 and has held it in 11 quarters since. The position peaked at $335K in Q1 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

KB Financial Partners held 2,563 shares of Truist Financial worth $73K as of Q3 2023.
KB Financial Partners sold 131 Truist Financial shares in Q3 2023, an estimated $4.03K.
Truist Financial made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #225 holding.
KB Financial Partners first reported a position in Truist Financial in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Truist Financial position peaked at $335K in Q1 2021.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.