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Planning Solutions Group’s Truist Financial TFC Stock Holding History

Planning Solutions 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
2019
Q2 		$3.9M Buy
79,474
+1,330
+2% +$65.1K 2.01% 10
2019
Q1 		$3.64M Buy
78,144
+146
+0.2% +$7.12K 1.95% 11
2018
Q4 		$3.38M Buy
+77,998
New +$3.74M 2.06% 11

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Solutions Group's TFC Position: Q2 2019 in Review

Planning Solutions Group increased its Truist Financial (TFC) stake by 1.7% in Q2 2019, buying an estimated $65.1K and bringing the position to 79,474 shares worth $3.9M. The position accounts for 2.01% of the portfolio, ranked #10.

Planning Solutions Group first reported a position in TFC in Q4 2018 and has held it in 3 quarters since. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

  • Planning Solutions Group held 79,474 shares of Truist Financial worth $3.9M as of Q2 2019.
  • Planning Solutions Group bought 1,330 Truist Financial shares in Q2 2019, an estimated $65.1K.
  • Truist Financial made up 2.01% of Planning Solutions Group's portfolio in Q2 2019, its #10 holding.
  • Planning Solutions Group first reported a position in Truist Financial in Q4 2018 and has held it in 3 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.