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Peoples Bank (Ohio)’s Truist Financial TFC Stock Holding History

Peoples Bank (Ohio)’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
-9,079
Closed -$276K – 120
2023
Q2 		$276K Sell
9,079
-338
-4% -$10.5K 0.17% 87
2023
Q1 		$321K Sell
9,417
-200
-2% -$8.73K 0.21% 84
2022
Q4 		$414K Sell
9,617
-132
-1% -$5.79K 0.27% 67
2022
Q3 		$424K Buy
9,749
+384
+4% +$18.5K 0.28% 65
2022
Q2 		$444K Buy
9,365
+100
+1% +$4.93K 0.27% 70
2022
Q1 		$525K Buy
9,265
+835
+10% +$51.6K 0.26% 68
2021
Q4 		$493K Sell
8,430
-218
-3% -$13.3K 0.24% 72
2021
Q3 		$507K Sell
8,648
-175
-2% -$9.78K 0.27% 61
2021
Q2 		$490K Buy
8,823
+1,859
+27% +$109K 0.26% 67
2021
Q1 		$406K Buy
6,964
+245
+4% +$13.4K 0.22% 72
2020
Q4 		$322K Sell
6,719
-278
-4% -$12.6K 0.19% 77
2020
Q3 		$266K Sell
6,997
-4,590
-40% -$173K 0.18% 85
2020
Q2 		$436K Sell
11,587
-2,052
-15% -$73.9K 0.31% 59
2020
Q1 		$421K Sell
13,639
-1,786
-12% -$84.5K 0.35% 53
2019
Q4 		$869K Buy
15,425
+6,892
+81% +$373K 0.53% 30
2019
Q3 		$455K Sell
8,533
-200
-2% -$9.91K 0.29% 59
2019
Q2 		$429K Sell
8,733
-460
-5% -$22.5K 0.27% 59
2019
Q1 		$428K Sell
9,193
-650
-7% -$31.7K 0.27% 63
2018
Q4 		$426K Sell
9,843
-650
-6% -$31.2K 0.29% 63
2018
Q3 		$509K Sell
10,493
-550
-5% -$28.2K 0.29% 57
2018
Q2 		$557K Sell
11,043
-246
-2% -$13.1K 0.32% 52
2018
Q1 		$588K Sell
11,289
-425
-4% -$22.9K 0.35% 46
2017
Q4 		$582K Sell
11,714
-219
-2% -$10.6K 0.33% 45
2017
Q3 		$560K Sell
11,933
-283
-2% -$13K 0.31% 49
2017
Q2 		$554K Hold
12,216
– – 0.31% 50
2017
Q1 		$546K Buy
12,216
+908
+8% +$42.4K 0.31% 49
2016
Q4 		$532K Buy
11,308
+2,297
+25% +$97.7K 0.31% 42
2016
Q3 		$340K Buy
+9,011
New +$336K 0.21% 63

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

Peoples Bank (Ohio)'s TFC Position: Q3 2023 in Review

Peoples Bank (Ohio) sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 9,079 shares — an estimated $276K sold.

Peoples Bank (Ohio) first reported a position in TFC in Q3 2016 and held it in 28 quarters. The position peaked at $869K in Q4 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Peoples Bank (Ohio) reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Peoples Bank (Ohio) sold 9,079 Truist Financial shares in Q3 2023, an estimated $276K.
  • Peoples Bank (Ohio) first reported a position in Truist Financial in Q3 2016 and held it in 28 quarters.
  • Peoples Bank (Ohio)'s Truist Financial position peaked at $869K in Q4 2019.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2023, filed 26 Oct 2023.