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Paloma Partners’s Truist Financial TFC Stock Holding History

Paloma Partners’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
Q3 		– Sell
-37,300
Closed -$1.45M – 1664
2024
Q2 		$1.45M Buy
+37,300
New +$1.41M 0.04% 418
2024
Q1 		– Sell
-46,100
Closed -$1.7M – 1046
2023
Q4 		$1.7M Sell
46,100
-33,200
-42% -$1.04M 0.06% 303
2023
Q3 		$2.27M Buy
79,300
+66,600
+524% +$2.05M 0.08% 216
2023
Q2 		$385K Buy
+12,700
New +$394K 0.01% 518
2023
Q1 		– Sell
-22,500
Closed -$968K – 975
2022
Q4 		$968K Buy
+22,500
New +$987K 0.04% 367
2020
Q1 		– Sell
-11,700
Closed -$659K – 2039
2019
Q4 		$659K Sell
11,700
-39,800
-77% -$2.16M 0.01% 1218
2019
Q3 		$2.75M Buy
+51,500
New +$2.55M 0.06% 300
2019
Q2 		– Sell
-96,400
Closed -$4.49M – 2165
2019
Q1 		$4.49M Buy
96,400
+85,100
+753% +$4.15M 0.11% 196
2018
Q4 		$490K Buy
11,300
+3,500
+45% +$168K 0.02% 688
2018
Q3 		$379K Buy
+7,800
New +$400K 0.01% 1140
2018
Q2 		– Sell
-5,700
Closed -$297K – 2183
2018
Q1 		$297K Sell
5,700
-47,500
-89% -$2.56M ﹤0.01% 1626
2017
Q4 		$2.65M Sell
53,200
-262,100
-83% -$12.7M 0.04% 536
2017
Q3 		$14.8M Buy
315,300
+195,300
+163% +$8.98M 0.2% 66
2017
Q2 		$5.45M Buy
120,000
+48,500
+68% +$2.11M 0.06% 293
2017
Q1 		$3.2M Sell
71,500
-13,900
-16% -$649K 0.04% 513
2016
Q4 		$4.02M Buy
85,400
+30,000
+54% +$1.28M 0.04% 331
2016
Q3 		$2.09M Buy
55,400
+22,600
+69% +$842K 0.03% 526
2016
Q2 		$1.17M Buy
32,800
+23,300
+245% +$814K 0.01% 1048
2016
Q1 		$316K Buy
+9,500
New +$316K 0.01% 1503
2015
Q4 		– Sell
-24,000
Closed -$854K – 1914
2015
Q3 		$854K Buy
+24,000
New +$926K 0.02% 735
2014
Q2 		– Sell
-37,700
Closed -$1.51M – 1235
2014
Q1 		$1.51M Buy
+37,700
New +$1.44M 0.1% 187

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's TFC Position: Q3 2024 in Review

Paloma Partners sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 6,574 shares — an estimated $255K sold.

Paloma Partners first reported a position in TFC in Q2 2013 and held it in 36 quarters. The position peaked at $14.9M in Q2 2021. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Paloma Partners reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 6,574 Truist Financial shares in Q3 2024, an estimated $255K.
  • Paloma Partners first reported a position in Truist Financial in Q2 2013 and held it in 36 quarters.
  • Paloma Partners's Truist Financial position peaked at $14.9M in Q2 2021.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.