Linker Capital Management’s Truist Financial TFC Stock Holding History

Linker Capital Management’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 Q2	$471K	Hold	15,519	–	–	0.48%	29
2023 Q1	$529K	Hold	15,519	–	–	0.58%	29
2022 Q4	$668K	Hold	15,519	–	–	0.77%	23
2022 Q3	$676K	Hold	15,519	–	–	0.84%	23
2022 Q2	$736K	Sell	15,519 -10	-0.1%	-$493	0.91%	21
2022 Q1	$880K	Hold	15,529	–	–	0.88%	23
2021 Q4	$909K	Buy	+15,529	New	+$949K	0.87%	22

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Linker Capital Management's TFC Position: Q2 2023 in Review

Linker Capital Management held its Truist Financial (TFC) position steady in Q2 2023 at 15,519 shares worth $471K. The position accounts for 0.48% of the portfolio, ranked #29.

Linker Capital Management first reported a position in TFC in Q4 2021 and has held it in 7 quarters since. The position peaked at $909K in Q4 2021. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Linker Capital Management held 15,519 shares of Truist Financial worth $471K as of Q2 2023.
Linker Capital Management left its Truist Financial share count unchanged in Q2 2023.
Truist Financial made up 0.48% of Linker Capital Management's portfolio in Q2 2023, its #29 holding.
Linker Capital Management first reported a position in Truist Financial in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's Truist Financial position peaked at $909K in Q4 2021.
1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.