RFA
TFC icon

Reilly Financial Advisors’s Truist Financial TFC Stock Holding History

Reilly Financial 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
Q4 		$28K Buy
+478
New +$29.2K ﹤0.01% 509
2021
Q3 		– Sell
-997
Closed -$55K – 1049
2021
Q2 		$55K Buy
997
+456
+84% +$26.8K ﹤0.01% 365
2021
Q1 		$32K Buy
541
+106
+24% +$5.81K ﹤0.01% 441
2020
Q4 		$21K Hold
435
– – ﹤0.01% 487
2020
Q3 		$17K Sell
435
-82
-16% -$3.09K ﹤0.01% 473
2020
Q2 		$19K Buy
517
+82
+19% +$2.95K ﹤0.01% 464
2020
Q1 		$13K Sell
435
-47
-10% -$2.22K ﹤0.01% 507
2019
Q4 		$27K Buy
+482
New +$26.1K ﹤0.01% 441
2019
Q3 		– Sell
-197,408
Closed -$9.7M – 973
2019
Q2 		$9.7M Buy
197,408
+379
+0.2% +$18.6K 1.22% 43
2019
Q1 		$9.17M Buy
197,029
+1,276
+0.7% +$62.2K 1.19% 40
2018
Q4 		$8.48M Buy
195,753
+33
+0% +$1.58K 1.24% 39
2018
Q3 		$9.5M Buy
195,720
+4,113
+2% +$211K 1.26% 42
2018
Q2 		$9.66M Buy
191,607
+4,538
+2% +$241K 1.37% 36
2018
Q1 		$9.73M Buy
187,069
+9,851
+6% +$531K 1.36% 40
2017
Q4 		$8.81M Buy
177,218
+176,136
+16,279% +$8.5M 1.25% 47
2017
Q3 		$51K Buy
1,082
+184
+20% +$8.46K 0.01% 307
2017
Q2 		$41K Hold
898
– – 0.01% 342
2017
Q1 		$40K Hold
898
– – 0.01% 329
2016
Q4 		$42K Buy
898
+640
+248% +$27.2K 0.01% 303
2016
Q3 		$10K Buy
+258
New +$9.61K ﹤0.01% 534
2014
Q1 		– Sell
-300
Closed -$11K – 852
2013
Q4 		$11K Hold
300
– – ﹤0.01% 519
2013
Q3 		$10K Hold
300
– – ﹤0.01% 474
2013
Q2 		$10K Buy
+300
New +$9.57K ﹤0.01% 475

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Reilly Financial Advisors's TFC Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Truist Financial (TFC) in Q4 2021: 478 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in TFC as recently as Q2 2021.

Reilly Financial Advisors first reported a position in TFC in Q2 2013 and has held it in 23 quarters since. The position peaked at $9.73M in Q1 2018. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Reilly Financial Advisors held 478 shares of Truist Financial worth $28K as of Q4 2021.
  • Truist Financial was a new Reilly Financial Advisors position in Q4 2021.
  • Truist Financial made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #509 holding.
  • Reilly Financial Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 23 quarters since.
  • Reilly Financial Advisors's Truist Financial position peaked at $9.73M in Q1 2018.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.