Resource Consulting Group’s Truist Financial TFC Stock Holding History

Resource Consulting 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
2023 Q4	$2.37M	Buy	+64,077	New	+$2.01M	0.41%	15
2023 Q3	–	Sell	-64,077	Closed	-$1.94M	–	65
2023 Q2	$1.94M	Buy	+64,077	New	+$1.99M	0.38%	15
2022 Q4	–	Sell	-64,207	Closed	-$2.8M	–	45
2022 Q3	$2.8M	Buy	+64,207	New	+$3.09M	0.8%	7
2022 Q2	–	Sell	-12,089	Closed	-$685K	–	77
2022 Q1	$685K	Hold	12,089	–	–	0.24%	39
2021 Q4	$708K	Buy	+12,089	New	+$739K	0.25%	36

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Resource Consulting Group's TFC Position: Q4 2023 in Review

Resource Consulting Group opened a new position in Truist Financial (TFC) in Q4 2023: 64,077 shares worth $2.37M. The stake represents 0.41% of the portfolio and ranks #15 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in TFC as recently as Q2 2023.

Resource Consulting Group first reported a position in TFC in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.8M in Q3 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Resource Consulting Group held 64,077 shares of Truist Financial worth $2.37M as of Q4 2023.
Truist Financial was a new Resource Consulting Group position in Q4 2023.
Truist Financial made up 0.41% of Resource Consulting Group's portfolio in Q4 2023, its #15 holding.
Resource Consulting Group first reported a position in Truist Financial in Q4 2021 and has held it in 5 quarters since.
Resource Consulting Group's Truist Financial position peaked at $2.8M in Q3 2022.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.