NFG
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Next Financial Group’s Truist Financial TFC Stock Holding History

Next 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
2021
Q4 		$585K Buy
9,992
+508
+5% +$31K 0.04% 479
2021
Q3 		$557K Buy
9,484
+6,132
+183% +$343K 0.04% 423
2021
Q2 		$186K Sell
3,352
-336
-9% -$19.7K 0.01% 853
2021
Q1 		$216K Buy
3,688
+84
+2% +$4.6K 0.02% 744
2020
Q4 		$173K Buy
3,604
+1,438
+66% +$65.1K 0.02% 765
2020
Q3 		$82K Buy
+2,166
New +$81.6K 0.01% 933
2020
Q2 		– Sell
-1,843
Closed -$57K – 1769
2020
Q1 		$57K Buy
1,843
+148
+9% +$7K 0.01% 950
2019
Q4 		$95K Buy
1,695
+522
+45% +$28.3K 0.01% 958
2019
Q3 		$63K Sell
1,173
-175
-13% -$8.67K 0.01% 1074
2019
Q2 		$66K Buy
1,348
+1,166
+641% +$57.1K 0.01% 1072
2019
Q1 		$9K Sell
182
-1,140
-86% -$55.6K ﹤0.01% 1142
2018
Q4 		$57K Buy
1,322
+1,211
+1,091% +$58.1K 0.01% 765
2018
Q3 		$5K Buy
+111
New +$5.7K ﹤0.01% 1173
2017
Q4 		– Sell
-889
Closed -$42K – 1298
2017
Q3 		$42K Sell
889
-591
-40% -$27.2K 0.01% 750
2017
Q2 		$67K Buy
1,480
+269
+22% +$11.7K 0.02% 685
2017
Q1 		$52K Buy
1,211
+167
+16% +$7.8K 0.01% 713
2016
Q4 		$49K Sell
1,044
-1,375
-57% -$58.5K 0.01% 977
2016
Q3 		$91K Buy
2,419
+308
+15% +$11.5K 0.02% 705
2016
Q2 		$75K Sell
2,111
-161
-7% -$5.63K 0.02% 549
2016
Q1 		$75K Buy
2,272
+70
+3% +$2.33K 0.03% 507
2015
Q4 		$83K Buy
2,202
+717
+48% +$27K 0.03% 478
2015
Q3 		$52K Hold
1,485
– – 0.02% 619
2015
Q2 		$59K Sell
1,485
-100
-6% -$3.96K 0.02% 619
2015
Q1 		$61K Buy
1,585
+200
+14% +$7.54K 0.02% 611
2014
Q4 		$54K Sell
1,385
-4,255
-75% -$160K 0.02% 625
2014
Q3 		$210K Buy
5,640
+599
+12% +$22.6K 0.04% 440
2014
Q2 		$182K Buy
+5,041
New +$193K 0.09% 165

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Next Financial Group's TFC Position: Q4 2021 in Review

Next Financial Group increased its Truist Financial (TFC) stake by 5.4% in Q4 2021, buying an estimated $31K and bringing the position to 9,992 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #479.

Next Financial Group first reported a position in TFC in Q2 2014 and has held it in 27 quarters since. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Next Financial Group held 9,992 shares of Truist Financial worth $585K as of Q4 2021.
  • Next Financial Group bought 508 Truist Financial shares in Q4 2021, an estimated $31K.
  • Truist Financial made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #479 holding.
  • Next Financial Group first reported a position in Truist Financial in Q2 2014 and has held it in 27 quarters since.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.