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Peterson Financial Group’s Truist Financial TFC Stock Holding History

Peterson Financial Group’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 		$4.04K Buy
+95
New +$4.01K 0.02% 315

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

Peterson Financial Group's TFC Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Truist Financial (TFC) in Q3 2024: 95 shares worth $4.04K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings.

1,476 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Peterson Financial Group held 95 shares of Truist Financial worth $4.04K as of Q3 2024.
  • Truist Financial was a new Peterson Financial Group position in Q3 2024.
  • Truist Financial made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #315 holding.
  • 1,476 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.