Nations Financial Group’s Truist Financial TFC Stock Holding History

Nations 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
2023 Q1	–	Sell	-4,717	Closed	-$203K	–	636
2022 Q4	$203K	Buy	+4,717	New	+$207K	0.02%	560

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nations Financial Group's TFC Position: Q1 2023 in Review

Nations Financial Group sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 4,717 shares — an estimated $203K sold.

Nations Financial Group first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Nations Financial Group reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Nations Financial Group sold 4,717 Truist Financial shares in Q1 2023, an estimated $203K.
Nations Financial Group first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
Nations Financial Group's Truist Financial position peaked at $203K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Nations Financial Group's 13F filing for Q1 2023, filed 15 May 2023.