River Oaks Capital’s Truist Financial TFC Stock Holding History

River Oaks Capital’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 Q3	$435K	Sell	15,200 -13,100	-46%	-$403K	0.64%	38
2023 Q2	$859K	Buy	28,300 +9,800	+53%	+$304K	1.31%	25
2023 Q1	$631K	Buy	+18,500	New	+$808K	0.88%	34

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Oaks Capital's TFC Position: Q3 2023 in Review

River Oaks Capital reduced its Truist Financial (TFC) stake by 46% in Q3 2023, selling an estimated $403K and leaving 15,200 shares worth $435K. The position accounts for 0.64% of the portfolio, ranked #38.

River Oaks Capital first reported a position in TFC in Q1 2023 and has held it in 3 quarters since. The position peaked at $859K in Q2 2023. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

River Oaks Capital held 15,200 shares of Truist Financial worth $435K as of Q3 2023.
River Oaks Capital sold 13,100 Truist Financial shares in Q3 2023, an estimated $403K.
Truist Financial made up 0.64% of River Oaks Capital's portfolio in Q3 2023, its #38 holding.
River Oaks Capital first reported a position in Truist Financial in Q1 2023 and has held it in 3 quarters since.
River Oaks Capital's Truist Financial position peaked at $859K in Q2 2023.
1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on River Oaks Capital's 13F filing for Q3 2023, filed 27 Oct 2023.