Mercer Capital Advisers’s Truist Financial TFC Stock Holding History

Mercer Capital Advisers’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
2021 Q3	$240K	Hold	4,098	–	–	0.13%	85
2021 Q2	$227K	Hold	4,098	–	–	0.11%	94
2021 Q1	$239K	Hold	4,098	–	–	0.13%	87
2020 Q4	$196K	Hold	4,098	–	–	0.11%	97
2020 Q3	$156K	Hold	4,098	–	–	0.1%	96
2020 Q2	$154K	Hold	4,098	–	–	0.1%	97
2020 Q1	$126K	Hold	4,098	–	–	0.09%	96
2019 Q4	$231K	Buy	+4,098	New	+$222K	0.14%	85

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mercer Capital Advisers's TFC Position: Q3 2021 in Review

Mercer Capital Advisers held its Truist Financial (TFC) position steady in Q3 2021 at 4,098 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #85.

Mercer Capital Advisers first reported a position in TFC in Q4 2019 and has held it in 8 quarters since. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

Mercer Capital Advisers held 4,098 shares of Truist Financial worth $240K as of Q3 2021.
Mercer Capital Advisers left its Truist Financial share count unchanged in Q3 2021.
Truist Financial made up 0.13% of Mercer Capital Advisers's portfolio in Q3 2021, its #85 holding.
Mercer Capital Advisers first reported a position in Truist Financial in Q4 2019 and has held it in 8 quarters since.
1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.