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Northwest Bank & Trust’s Truist Financial TFC Stock Holding History

Northwest Bank & Trust’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 		$1.09M Sell
22,877
-849
-4% -$37.9K 0.81% 25
2024
Q3 		$1.01M Buy
23,726
+1,296
+6% +$54.7K 0.77% 29
2024
Q2 		$871K Buy
22,430
+1,369
+7% +$51.7K 0.73% 32
2024
Q1 		$791K Buy
21,061
+39
+0.2% +$1.43K 0.73% 37
2023
Q4 		$776K Buy
+21,022
New +$660K 0.7% 43
2023
Q2 		$660K Buy
+21,770
New +$676K 0.64% 51

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Bank & Trust's TFC Position: Q4 2024 in Review

Northwest Bank & Trust reduced its Truist Financial (TFC) stake by 3.6% in Q4 2024, selling an estimated $37.9K and leaving 22,877 shares worth $1.09M. The position accounts for 0.81% of the portfolio, ranked #25.

Northwest Bank & Trust first reported a position in TFC in Q2 2023 and has held it in 6 quarters since. 1,571 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Northwest Bank & Trust held 22,877 shares of Truist Financial worth $1.09M as of Q4 2024.
  • Northwest Bank & Trust sold 849 Truist Financial shares in Q4 2024, an estimated $37.9K.
  • Truist Financial made up 0.81% of Northwest Bank & Trust's portfolio in Q4 2024, its #25 holding.
  • Northwest Bank & Trust first reported a position in Truist Financial in Q2 2023 and has held it in 6 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.