Madison Wealth Management’s Truist Financial TFC Stock Holding History

Madison Wealth 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 Q3	$218K	Hold	7,616	–	–	0.05%	145
2023 Q2	$231K	Sell	7,616 -13	-0.2%	-$404	0.05%	147
2023 Q1	$260K	Hold	7,629	–	–	0.06%	142
2022 Q4	$328K	Sell	7,629 -359	-4%	-$15.7K	0.07%	123
2022 Q3	$348K	Sell	7,988 -101	-1%	-$4.86K	0.09%	125
2022 Q2	$384K	Buy	8,089 +101	+1%	+$4.98K	0.09%	120
2022 Q1	$453K	Hold	7,988	–	–	0.1%	116
2021 Q4	$468K	Hold	7,988	–	–	0.09%	111
2021 Q3	$468K	Buy	+7,988	New	+$446K	0.1%	110

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

Madison Wealth Management's TFC Position: Q3 2023 in Review

Madison Wealth Management held its Truist Financial (TFC) position steady in Q3 2023 at 7,616 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #145.

Madison Wealth Management first reported a position in TFC in Q3 2021 and has held it in 9 quarters since. The position peaked at $468K in Q4 2021. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Madison Wealth Management held 7,616 shares of Truist Financial worth $218K as of Q3 2023.
Madison Wealth Management left its Truist Financial share count unchanged in Q3 2023.
Truist Financial made up 0.05% of Madison Wealth Management's portfolio in Q3 2023, its #145 holding.
Madison Wealth Management first reported a position in Truist Financial in Q3 2021 and has held it in 9 quarters since.
Madison Wealth Management's Truist Financial position peaked at $468K in Q4 2021.
1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.