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Private Capital Group’s Truist Financial TFC Stock Holding History

Private Capital 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
2022
Q2 		$179K Sell
3,780
-229
-6% -$11.3K 0.13% 145
2022
Q1 		$227K Buy
4,009
+114
+3% +$7.04K 0.05% 207
2021
Q4 		$228K Sell
3,895
-549
-12% -$33.5K 0.05% 222
2021
Q3 		$261K Buy
4,444
+409
+10% +$22.9K 0.06% 190
2021
Q2 		$224K Buy
4,035
+496
+14% +$29.1K 0.05% 217
2021
Q1 		$206K Sell
3,539
-1,133
-24% -$62.1K 0.05% 221
2020
Q4 		$224K Sell
4,672
-551
-11% -$24.9K 0.04% 287
2020
Q3 		$199K Sell
5,223
-74
-1% -$2.79K 0.04% 284
2020
Q2 		$199K Buy
5,297
+75
+1% +$2.7K 0.04% 276
2020
Q1 		$161K Buy
5,222
+1,290
+33% +$61K 0.04% 290
2019
Q4 		$221K Buy
3,932
+240
+7% +$13K 0.05% 248
2019
Q3 		$197K Buy
3,692
+1,889
+105% +$93.6K 0.03% 295
2019
Q2 		$91K Sell
1,803
-1,459
-45% -$71.5K 0.02% 434
2019
Q1 		$152K Buy
3,262
+1,515
+87% +$73.9K 0.03% 340
2018
Q4 		$76K Buy
1,747
+53
+3% +$2.54K 0.02% 476
2018
Q3 		$82K Sell
1,694
-172
-9% -$8.83K 0.02% 504
2018
Q2 		$94K Buy
1,866
+22
+1% +$1.17K 0.02% 450
2018
Q1 		$96K Buy
1,844
+1,066
+137% +$57.4K 0.02% 421
2017
Q4 		$39 Buy
+778
New +$37.6K 0.01% 788

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Private Capital Group's TFC Position: Q2 2022 in Review

Private Capital Group reduced its Truist Financial (TFC) stake by 5.7% in Q2 2022, selling an estimated $11.3K and leaving 3,780 shares worth $179K. The position accounts for 0.13% of the portfolio, ranked #145.

Private Capital Group first reported a position in TFC in Q4 2017 and has held it in 19 quarters since. The position peaked at $261K in Q3 2021. 1,448 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Private Capital Group held 3,780 shares of Truist Financial worth $179K as of Q2 2022.
  • Private Capital Group sold 229 Truist Financial shares in Q2 2022, an estimated $11.3K.
  • Truist Financial made up 0.13% of Private Capital Group's portfolio in Q2 2022, its #145 holding.
  • Private Capital Group first reported a position in Truist Financial in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Truist Financial position peaked at $261K in Q3 2021.
  • 1,448 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.