Mendota Financial Group’s Truist Financial TFC Stock Holding History

Mendota Financial 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	–	Sell	-3	Closed	-$129	–	1080
2024 Q3	$129	Buy	+3	New	+$127	﹤0.01%	809

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendota Financial Group's TFC Position: Q4 2024 in Review

Mendota Financial Group sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 3 shares — an estimated $129 sold.

Mendota Financial Group first reported a position in TFC in Q3 2024 and held it in 1 quarter. The position peaked at $129 in Q3 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Mendota Financial Group reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 3 Truist Financial shares in Q4 2024, an estimated $129.
Mendota Financial Group first reported a position in Truist Financial in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Truist Financial position peaked at $129 in Q3 2024.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.