Picton Mahoney Asset Management’s Truist Financial TFC Stock Holding History

Picton Mahoney Asset Management’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	-211,344	Closed	-$8.24M	–	647
2024 Q1	$8.24M	Buy	211,344 +211,044	+70,348%	+$7.72M	0.25%	113
2023 Q4	$12K	Buy	+300	New	+$9.42K	﹤0.01%	377
2021 Q1	–	Sell	-131,550	Closed	-$6.31M	–	389
2020 Q4	$6.31M	Buy	+131,550	New	+$5.96M	0.3%	99
2020 Q1	–	Sell	-227,300	Closed	-$12.8M	–	344
2019 Q4	$12.8M	Buy	227,300 +137,500	+153%	+$7.45M	0.86%	35
2019 Q3	$4.79M	Buy	+89,800	New	+$4.45M	0.34%	83

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

Picton Mahoney Asset Management's TFC Position: Q2 2024 in Review

Picton Mahoney Asset Management sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 211,344 shares — an estimated $8.24M sold.

Picton Mahoney Asset Management first reported a position in TFC in Q3 2019 and held it in 5 quarters. The position peaked at $12.8M in Q4 2019. 1,420 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Picton Mahoney Asset Management reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Picton Mahoney Asset Management sold 211,344 Truist Financial shares in Q2 2024, an estimated $8.24M.
Picton Mahoney Asset Management first reported a position in Truist Financial in Q3 2019 and held it in 5 quarters.
Picton Mahoney Asset Management's Truist Financial position peaked at $12.8M in Q4 2019.
1,420 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2024, filed 31 Jul 2024.