KIA
TFC icon

KCM Investment Advisors’s Truist Financial TFC Stock Holding History

KCM Investment Advisors’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
Q4 		– Sell
-7,100
Closed -$203K – 375
2023
Q3 		$203K Sell
7,100
-2,964
-29% -$91.1K 0.01% 358
2023
Q2 		$305K Sell
10,064
-1,846
-15% -$57.3K 0.01% 330
2023
Q1 		$406K Buy
11,910
+28
+0.2% +$1.22K 0.02% 293
2022
Q4 		$511K Buy
11,882
+4,957
+72% +$217K 0.02% 263
2022
Q3 		$302K Buy
6,925
+2,134
+45% +$103K 0.01% 308
2022
Q2 		$227K Buy
4,791
+995
+26% +$49.1K 0.01% 363
2022
Q1 		$215K Buy
+3,796
New +$234K 0.01% 395
2018
Q2 		– Sell
-3,983
Closed -$207K – 540
2018
Q1 		$207K Buy
+3,983
New +$215K 0.01% 502

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KCM Investment Advisors's TFC Position: Q4 2023 in Review

KCM Investment Advisors sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 7,100 shares — an estimated $203K sold.

KCM Investment Advisors first reported a position in TFC in Q1 2018 and held it in 8 quarters. The position peaked at $511K in Q4 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • KCM Investment Advisors reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 7,100 Truist Financial shares in Q4 2023, an estimated $203K.
  • KCM Investment Advisors first reported a position in Truist Financial in Q1 2018 and held it in 8 quarters.
  • KCM Investment Advisors's Truist Financial position peaked at $511K in Q4 2022.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on KCM Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.