NCM
TFC icon

Northside Capital Management’s Truist Financial TFC Stock Holding History

Northside Capital 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
2023
Q1 		– Sell
-5,313
Closed -$229K – 116
2022
Q4 		$229K Buy
+5,313
New +$233K 0.07% 86
2022
Q1 		– Sell
-3,485
Closed -$204K – 97
2021
Q4 		$204K Hold
3,485
– – 0.05% 91
2021
Q3 		$204K Buy
+3,485
New +$195K 0.06% 90
2021
Q2 		– Sell
-3,485
Closed -$203K – 97
2021
Q1 		$203K Buy
+3,485
New +$191K 0.06% 87
2017
Q2 		– Sell
-23,465
Closed -$1.05M – 113
2017
Q1 		$1.05M Buy
+23,465
New +$1.1M 0.29% 43

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return