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Radnor Capital Management’s Truist Financial TFC Stock Holding History

Radnor Capital 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
Q4 		– Sell
-5,045
Closed -$216K – 336
2024
Q3 		$216K Buy
+5,045
New +$213K 0.03% 319
2024
Q2 		– Sell
-7,131
Closed -$278K – 293
2024
Q1 		$278K Hold
7,131
– – 0.05% 276
2023
Q4 		$263K Sell
7,131
-1,601
-18% -$50.3K 0.05% 280
2023
Q3 		$250K Sell
8,732
-2,280
-21% -$70.1K 0.05% 278
2023
Q2 		$334K Sell
11,012
-700
-6% -$21.7K 0.14% 100
2023
Q1 		$399K Sell
11,712
-94
-0.8% -$4.1K 0.11% 157
2022
Q4 		$510K Buy
11,806
+175
+2% +$7.68K 0.12% 164
2022
Q3 		$506K Hold
11,631
– – 0.15% 154
2022
Q2 		$552K Buy
11,631
+425
+4% +$21K 0.15% 152
2022
Q1 		$635K Sell
11,206
-712
-6% -$44K 0.16% 147
2021
Q4 		$698K Sell
11,918
-450
-4% -$27.5K 0.17% 139
2021
Q3 		$725K Buy
12,368
+1,974
+19% +$110K 0.43% 42
2021
Q2 		$577K Buy
10,394
+175
+2% +$10.3K 0.19% 99
2021
Q1 		$596K Hold
10,219
– – 0.19% 117
2020
Q4 		$490K Buy
10,219
+194
+2% +$8.78K 0.14% 132
2020
Q3 		$381K Buy
10,025
+2,924
+41% +$110K 0.13% 134
2020
Q2 		$259K Buy
+7,101
New +$256K 0.09% 155
2020
Q1 		– Sell
-6,390
Closed -$360K – 183
2019
Q4 		$360K Buy
6,390
+621
+11% +$33.6K 0.11% 138
2019
Q3 		$308K Hold
5,769
– – 0.1% 138
2019
Q2 		$283K Hold
5,769
– – 0.09% 149
2019
Q1 		$268K Hold
5,769
– – 0.09% 155
2018
Q4 		$250K Buy
5,769
+800
+16% +$38.4K 0.09% 154
2018
Q3 		$241K Buy
+4,969
New +$255K 0.08% 168

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Radnor Capital Management's TFC Position: Q4 2024 in Review

Radnor Capital Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 5,045 shares — an estimated $216K sold.

Radnor Capital Management first reported a position in TFC in Q3 2018 and held it in 23 quarters. The position peaked at $725K in Q3 2021. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Radnor Capital Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Radnor Capital Management sold 5,045 Truist Financial shares in Q4 2024, an estimated $216K.
  • Radnor Capital Management first reported a position in Truist Financial in Q3 2018 and held it in 23 quarters.
  • Radnor Capital Management's Truist Financial position peaked at $725K in Q3 2021.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Radnor Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.