RG
TFC icon

Retirement Group’s Truist Financial TFC Stock Holding History

Retirement 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
2024
Q1 		$11.7K Buy
+301
New +$11K ﹤0.01% 438
2021
Q2 		– Sell
-1,662
Closed -$97K – 768
2021
Q1 		$97K Buy
+1,662
New +$91.1K 0.04% 190
2020
Q4 		– Sell
-9,421
Closed -$358K – 733
2020
Q3 		$358K Hold
9,421
– – 0.2% 86
2020
Q2 		$354K Buy
+9,421
New +$339K 0.22% 78
2019
Q4 		$573K Buy
+10,174
New +$551K 0.37% 52

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retirement Group's TFC Position: Q1 2024 in Review

Retirement Group opened a new position in Truist Financial (TFC) in Q1 2024: 301 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Retirement Group previously reported a position in TFC as recently as Q1 2021.

Retirement Group first reported a position in TFC in Q4 2019 and has held it in 5 quarters since. The position peaked at $573K in Q4 2019. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Retirement Group held 301 shares of Truist Financial worth $11.7K as of Q1 2024.
  • Truist Financial was a new Retirement Group position in Q1 2024.
  • Truist Financial made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #438 holding.
  • Retirement Group first reported a position in Truist Financial in Q4 2019 and has held it in 5 quarters since.
  • Retirement Group's Truist Financial position peaked at $573K in Q4 2019.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.