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Pettee Investors’s Truist Financial TFC Stock Holding History

Pettee Investors’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
2025
Q1 		– Sell
-9,195
Closed -$399K – 116
2024
Q4 		$399K Sell
9,195
-470
-5% -$21K 0.2% 95
2024
Q3 		$413K Hold
9,665
– – 0.2% 93
2024
Q2 		$375K Sell
9,665
-425
-4% -$16.1K 0.18% 95
2024
Q1 		$393K Sell
10,090
-100
-1% -$3.66K 0.17% 95
2023
Q4 		$376K Sell
10,190
-24,379
-71% -$765K 0.17% 97
2023
Q3 		$989K Sell
34,569
-500
-1% -$15.4K 0.47% 61
2023
Q2 		$1.06M Buy
35,069
+780
+2% +$24.2K 0.48% 64
2023
Q1 		$1.17M Buy
34,289
+5,000
+17% +$218K 0.56% 61
2022
Q4 		$1.26M Buy
29,289
+1,850
+7% +$81.2K 0.62% 54
2022
Q3 		$1.2M Hold
27,439
– – 0.64% 53
2022
Q2 		$1.3M Hold
27,439
– – 0.65% 53
2022
Q1 		$1.56M Buy
27,439
+3,470
+14% +$214K 0.68% 50
2021
Q4 		$1.4M Buy
23,969
+7,170
+43% +$438K 0.59% 54
2021
Q3 		$985K Buy
16,799
+3,600
+27% +$201K 0.46% 69
2021
Q2 		$733K Hold
13,199
– – 0.34% 79
2021
Q1 		$770K Hold
13,199
– – 0.37% 75
2020
Q4 		$633K Hold
13,199
– – 0.34% 74
2020
Q3 		$502K Hold
13,199
– – 0.29% 78
2020
Q2 		$496K Sell
13,199
-1,437
-10% -$51.8K 0.31% 73
2020
Q1 		$451K Hold
14,636
– – 0.32% 75
2019
Q4 		$824K Buy
+14,636
New +$792K 0.47% 63

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pettee Investors's TFC Position: Q1 2025 in Review

Pettee Investors sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 9,195 shares — an estimated $399K sold.

Pettee Investors first reported a position in TFC in Q4 2019 and held it in 21 quarters. The position peaked at $1.56M in Q1 2022. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Pettee Investors reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Pettee Investors sold 9,195 Truist Financial shares in Q1 2025, an estimated $399K.
  • Pettee Investors first reported a position in Truist Financial in Q4 2019 and held it in 21 quarters.
  • Pettee Investors's Truist Financial position peaked at $1.56M in Q1 2022.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Pettee Investors's 13F filing for Q1 2025, filed 2 May 2025.