Parnassus Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5M | Sell |
1,476,432
-505,881
| -26% | -$21.7M | 0.15% | 85 |
|
|
2025
Q1 | $81.6M | Sell |
1,982,313
-159,680
| -7% | -$6.57M | 0.2% | 78 |
|
|
2024
Q4 | $92.9M | Buy |
2,141,993
+175,989
| +9% | +$7.63M | 0.21% | 71 |
|
|
2024
Q3 | $84.1M | Sell |
1,966,004
-44,841
| -2% | -$1.92M | 0.18% | 79 |
|
|
2024
Q2 | $78.1M | Sell |
2,010,845
-326,916
| -14% | -$12.7M | 0.17% | 81 |
|
|
2024
Q1 | $91.1M | Sell |
2,337,761
-236,705
| -9% | -$9.23M | 0.19% | 74 |
|
|
2023
Q4 | $95M | Buy |
+2,574,466
| New | +$95M | 0.21% | 84 |
|