Pinnacle Wealth Advisors’s Truist Financial TFC Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$15.1M	Buy	+271,314	New	+$15.9M	0.61%	45

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pinnacle Wealth Advisors's TFC Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Truist Financial (TFC) in Q2 2021: 271,314 shares worth $15.1M. The stake represents 0.61% of the portfolio and ranks #45 among its holdings.

1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Pinnacle Wealth Advisors held 271,314 shares of Truist Financial worth $15.1M as of Q2 2021.
Truist Financial was a new Pinnacle Wealth Advisors position in Q2 2021.
Truist Financial made up 0.61% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #45 holding.
1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.