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Ladenburg Thalmann Financial Services’s Truist Financial TFC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$6.97M Buy
123,685
+48,997
+66% +$2.65M 0.04% 389
2019
Q3 		$3.99M Sell
74,688
-1,148
-2% -$56.9K 0.03% 545
2019
Q2 		$3.73M Sell
75,836
-4,212
-5% -$206K 0.03% 549
2019
Q1 		$3.75M Buy
80,048
+19,143
+31% +$934K 0.03% 526
2018
Q4 		$2.66M Buy
60,905
+17,561
+41% +$843K 0.02% 568
2018
Q3 		$2.1M Buy
43,344
+2,570
+6% +$132K 0.02% 703
2018
Q2 		$2.11M Hold
40,774
– – 0.02% 674
2018
Q1 		$2.11M Buy
40,774
+7,470
+22% +$402K 0.02% 674
2017
Q4 		$1.66M Buy
33,304
+827
+3% +$39.9K 0.02% 785
2017
Q3 		$1.52M Buy
32,477
+221
+0.7% +$10.2K 0.02% 755
2017
Q2 		$1.47M Sell
32,256
-7,510
-19% -$326K 0.02% 729
2017
Q1 		$1.78M Sell
39,766
-10,964
-22% -$512K 0.02% 620
2016
Q4 		$2.18M Buy
50,730
+820
+2% +$34.9K 0.03% 479
2016
Q3 		$1.88M Buy
49,910
+5,600
+13% +$209K 0.03% 520
2016
Q2 		$1.58M Buy
44,310
+14,724
+50% +$515K 0.03% 553
2016
Q1 		$986K Buy
29,586
+2,144
+8% +$71.2K 0.02% 702
2015
Q4 		$1.04M Buy
27,442
+1,008
+4% +$37.9K 0.02% 673
2015
Q3 		$938K Sell
26,434
-377
-1% -$14.5K 0.02% 671
2015
Q2 		$1.08M Buy
26,811
+804
+3% +$31.8K 0.02% 658
2015
Q1 		$1.01M Sell
26,007
-4,753
-15% -$179K 0.02% 674
2014
Q4 		$1.2M Buy
30,760
+7,487
+32% +$282K 0.03% 528
2014
Q3 		$866K Buy
23,273
+5,922
+34% +$224K 0.02% 561
2014
Q2 		$684K Buy
17,351
+4,472
+35% +$171K 0.02% 650
2014
Q1 		$517K Buy
12,879
+184
+1% +$7.04K 0.02% 715
2013
Q4 		$474K Buy
12,695
+664
+6% +$22.9K 0.01% 706
2013
Q3 		$406K Sell
12,031
-921
-7% -$32.2K 0.01% 734
2013
Q2 		$439K Buy
+12,952
New +$413K 0.02% 677

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ladenburg Thalmann Financial Services's TFC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Truist Financial (TFC) stake by 66% in Q4 2019, buying an estimated $2.65M and bringing the position to 123,685 shares worth $6.97M. The position accounts for 0.04% of the portfolio, ranked #389.

Ladenburg Thalmann Financial Services first reported a position in TFC in Q2 2013 and has held it in 27 quarters since. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 123,685 shares of Truist Financial worth $6.97M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 48,997 Truist Financial shares in Q4 2019, an estimated $2.65M.
  • Truist Financial made up 0.04% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #389 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Truist Financial in Q2 2013 and has held it in 27 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.