Montchanin Asset Management’s Truist Financial TFC Stock Holding History

Montchanin Asset 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
2024 Q4	$225K	Sell	5,190 -6,500	-56%	-$290K	0.22%	49
2024 Q3	$500K	Hold	11,690	–	–	0.46%	41
2024 Q2	$454K	Sell	11,690 -285	-2%	-$10.8K	0.43%	44
2024 Q1	$467K	Buy	+11,975	New	+$438K	0.46%	43
2023 Q2	$380K	Sell	12,250 -6,015	-33%	-$187K	0.43%	41
2023 Q1	$623K	Buy	18,265 +2,300	+14%	+$100K	0.79%	29
2022 Q4	$687K	Buy	15,965 +4,600	+40%	+$202K	0.94%	27
2022 Q3	$495K	Buy	11,365 +2,020	+22%	+$97.2K	0.7%	32
2022 Q2	$443K	Buy	+9,345	New	+$461K	0.61%	31

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

Montchanin Asset Management's TFC Position: Q4 2024 in Review

Montchanin Asset Management reduced its Truist Financial (TFC) stake by 56% in Q4 2024, selling an estimated $290K and leaving 5,190 shares worth $225K. The position accounts for 0.22% of the portfolio, ranked #49.

Montchanin Asset Management first reported a position in TFC in Q2 2022 and has held it in 9 quarters since. The position peaked at $687K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Montchanin Asset Management held 5,190 shares of Truist Financial worth $225K as of Q4 2024.
Montchanin Asset Management sold 6,500 Truist Financial shares in Q4 2024, an estimated $290K.
Truist Financial made up 0.22% of Montchanin Asset Management's portfolio in Q4 2024, its #49 holding.
Montchanin Asset Management first reported a position in Truist Financial in Q2 2022 and has held it in 9 quarters since.
Montchanin Asset Management's Truist Financial position peaked at $687K in Q4 2022.
1,569 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Montchanin Asset Management's 13F filing for Q4 2024, filed 20 Feb 2025.