Members Trust
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Members Trust’s Truist Financial TFC Stock Holding History

Members Trust’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
2022
Q2 		– Sell
-3,658
Closed -$207K – 115
2022
Q1 		$207K Sell
3,658
-580
-14% -$35.8K 0.01% 112
2021
Q4 		$248K Hold
4,238
– – 0.01% 105
2021
Q3 		$252K Buy
4,238
+320
+8% +$17.9K 0.01% 105
2021
Q2 		$217K Hold
3,918
– – 0.01% 116
2021
Q1 		$228K Buy
+3,918
New +$215K 0.01% 104
2020
Q3 		– Sell
-5,702
Closed -$214K – 108
2020
Q2 		$214K Buy
+5,702
New +$205K 0.01% 93

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Members Trust's TFC Position: Q2 2022 in Review

Members Trust sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,658 shares — an estimated $207K sold.

Members Trust first reported a position in TFC in Q2 2020 and held it in 6 quarters. The position peaked at $252K in Q3 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Members Trust reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Members Trust sold 3,658 Truist Financial shares in Q2 2022, an estimated $207K.
  • Members Trust first reported a position in Truist Financial in Q2 2020 and held it in 6 quarters.
  • Members Trust's Truist Financial position peaked at $252K in Q3 2021.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Members Trust's 13F filing for Q2 2022, filed 3 Aug 2022.