OIM
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Opus Investment Management’s Truist Financial TFC Stock Holding History

Opus Investment 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
Q3 		– Sell
-108,100
Closed -$3.28M – 71
2023
Q2 		$3.28M Hold
108,100
– – 1.18% 34
2023
Q1 		$3.69M Hold
108,100
– – 1.33% 29
2022
Q4 		$4.65M Hold
108,100
– – 1.66% 19
2022
Q3 		$4.71M Hold
108,100
– – 1.1% 28
2022
Q2 		$5.13M Hold
108,100
– – 1.11% 27
2022
Q1 		$6.13M Hold
108,100
– – 0.94% 28
2021
Q4 		$6.33M Hold
108,100
– – 0.9% 23
2021
Q3 		$6.34M Hold
108,100
– – 0.97% 19
2021
Q2 		$6M Hold
108,100
– – 0.9% 23
2021
Q1 		$6.3M Hold
108,100
– – 0.92% 23
2020
Q4 		$5.18M Hold
108,100
– – 0.81% 36
2020
Q3 		$4.11M Hold
108,100
– – 0.78% 41
2020
Q2 		$4.06M Hold
108,100
– – 0.82% 38
2020
Q1 		$3.33M Buy
108,100
+6,000
+6% +$284K 0.7% 40
2019
Q4 		$5.75M Sell
102,100
-6,000
-6% -$325K 0.94% 25
2019
Q3 		$5.77M Hold
108,100
– – 1% 22
2019
Q2 		$5.31M Buy
108,100
+6,000
+6% +$294K 1% 22
2019
Q1 		$4.75M Hold
102,100
– – 0.94% 34
2018
Q4 		$4.42M Hold
102,100
– – 0.95% 33
2018
Q3 		$4.96M Hold
102,100
– – 0.86% 35
2018
Q2 		$5.15M Hold
102,100
– – 0.93% 30
2018
Q1 		$5.31M Sell
102,100
-21,000
-17% -$1.13M 0.98% 30
2017
Q4 		$6.12M Hold
123,100
– – 1.09% 23
2017
Q3 		$5.78M Hold
123,100
– – 1.05% 25
2017
Q2 		$5.59M Buy
123,100
+21,000
+21% +$912K 0.95% 30
2017
Q1 		$4.56M Hold
102,100
– – 0.78% 48
2016
Q4 		$4.8M Sell
102,100
-20,000
-16% -$851K 0.85% 42
2016
Q3 		$4.61M Buy
122,100
+10,000
+9% +$372K 0.78% 45
2016
Q2 		$3.99M Buy
+112,100
New +$3.92M 0.7% 49

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Opus Investment Management's TFC Position: Q3 2023 in Review

Opus Investment Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 108,100 shares — an estimated $3.28M sold.

Opus Investment Management first reported a position in TFC in Q2 2016 and held it in 29 quarters. The position peaked at $6.34M in Q3 2021. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Opus Investment Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Opus Investment Management sold 108,100 Truist Financial shares in Q3 2023, an estimated $3.28M.
  • Opus Investment Management first reported a position in Truist Financial in Q2 2016 and held it in 29 quarters.
  • Opus Investment Management's Truist Financial position peaked at $6.34M in Q3 2021.
  • 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Opus Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.