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Lake Street Advisors Group’s Truist Financial TFC Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$396K Buy
9,127
+21
+0.2% +$937 0.02% 378
2024
Q3 		$389K Buy
9,106
+688
+8% +$29.1K 0.02% 385
2024
Q2 		$327K Buy
8,418
+119
+1% +$4.5K 0.02% 423
2024
Q1 		$323K Buy
8,299
+111
+1% +$4.06K 0.02% 443
2023
Q4 		$302K Sell
8,188
-1,994
-20% -$62.6K 0.02% 435
2023
Q3 		$291K Sell
10,182
-1,579
-13% -$48.6K 0.02% 232
2023
Q2 		$357K Sell
11,761
-1,002
-8% -$31.1K 0.02% 219
2023
Q1 		$435K Buy
12,763
+639
+5% +$27.9K 0.03% 201
2022
Q4 		$522K Sell
12,124
-2,362
-16% -$104K 0.03% 186
2022
Q3 		$631K Buy
14,486
+1,140
+9% +$54.9K 0.05% 174
2022
Q2 		$633K Sell
13,346
-440
-3% -$21.7K 0.05% 163
2022
Q1 		$782K Buy
13,786
+2,292
+20% +$142K 0.05% 158
2021
Q4 		$673K Buy
+11,494
New +$702K 0.04% 158
2021
Q3 		– Sell
-9,201
Closed -$538K – 399
2021
Q2 		$538K Hold
9,201
– – 0.04% 160
2021
Q1 		$537K Buy
9,201
+87
+1% +$4.77K 0.04% 153
2020
Q4 		$437K Buy
9,114
+37
+0.4% +$1.68K 0.04% 164
2020
Q3 		$345K Buy
9,077
+71
+0.8% +$2.67K 0.03% 184
2020
Q2 		$338K Sell
9,006
-453
-5% -$16.3K 0.03% 180
2020
Q1 		$292K Buy
9,459
+1,427
+18% +$67.5K 0.04% 181
2019
Q4 		$452K Buy
+8,032
New +$435K 0.04% 126
2018
Q2 		– Sell
-3,918
Closed -$204K – 354
2018
Q1 		$204K Buy
+3,918
New +$211K 0.02% 292

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's TFC Position: Q4 2024 in Review

Lake Street Advisors Group increased its Truist Financial (TFC) stake by 0.23% in Q4 2024, buying an estimated $937 and bringing the position to 9,127 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #378.

Lake Street Advisors Group first reported a position in TFC in Q1 2018 and has held it in 21 quarters since. The position peaked at $782K in Q1 2022. 1,569 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Lake Street Advisors Group held 9,127 shares of Truist Financial worth $396K as of Q4 2024.
  • Lake Street Advisors Group bought 21 Truist Financial shares in Q4 2024, an estimated $937.
  • Truist Financial made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #378 holding.
  • Lake Street Advisors Group first reported a position in Truist Financial in Q1 2018 and has held it in 21 quarters since.
  • Lake Street Advisors Group's Truist Financial position peaked at $782K in Q1 2022.
  • 1,569 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.