Pearl River Capital’s Truist Financial TFC Stock Holding History

Pearl River Capital’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 Q2	–	Sell	-8,891	Closed	-$347K	–	624
2024 Q1	$347K	Buy	+8,891	New	+$325K	0.05%	364
2022 Q4	–	Sell	-22,416	Closed	-$976K	–	578
2022 Q3	$976K	Buy	+22,416	New	+$1.08M	0.18%	173
2022 Q2	–	Sell	-55,309	Closed	-$3.14M	–	566
2022 Q1	$3.14M	Buy	55,309 +41,943	+314%	+$2.59M	0.86%	17
2021 Q4	$783K	Buy	+13,366	New	+$817K	0.21%	154
2021 Q3	–	Sell	-45,746	Closed	-$2.54M	–	548
2021 Q2	$2.54M	Sell	45,746 -15,933	-26%	-$936K	0.7%	23
2021 Q1	$3.6M	Buy	61,679 +6,056	+11%	+$332K	1.15%	10
2020 Q4	$2.67M	Buy	55,623 +2,744	+5%	+$124K	0.95%	14
2020 Q3	$2.01M	Buy	+52,879	New	+$1.99M	0.85%	14
2020 Q2	–	Sell	-17,486	Closed	-$539K	–	557
2020 Q1	$539K	Buy	+17,486	New	+$827K	1.04%	16
2019 Q3	–	Sell	-2,616	Closed	-$129K	–	528
2019 Q2	$129K	Buy	+2,616	New	+$128K	0.82%	9
2019 Q1	–	Sell	-869	Closed	-$38K	–	752
2018 Q4	$38K	Buy	+869	New	+$41.7K	0.18%	159

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pearl River Capital's TFC Position: Q2 2024 in Review

Pearl River Capital sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 8,891 shares — an estimated $347K sold.

Pearl River Capital first reported a position in TFC in Q4 2018 and held it in 11 quarters. The position peaked at $3.6M in Q1 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Pearl River Capital reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Pearl River Capital sold 8,891 Truist Financial shares in Q2 2024, an estimated $347K.
Pearl River Capital first reported a position in Truist Financial in Q4 2018 and held it in 11 quarters.
Pearl River Capital's Truist Financial position peaked at $3.6M in Q1 2021.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Pearl River Capital's 13F filing for Q2 2024, filed 13 Aug 2024.