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Rollins Financial’s Truist Financial TFC Stock Holding History

Rollins Financial’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 		– Sell
-19,451
Closed -$590K – 114
2023
Q2 		$590K Buy
19,451
+10,400
+115% +$323K 0.16% 60
2023
Q1 		$309K Buy
9,051
+622
+7% +$27.2K 0.1% 90
2022
Q4 		$363K Buy
+8,429
New +$370K 0.14% 79
2022
Q3 		– Sell
-8,429
Closed -$400K – 112
2022
Q2 		$400K Buy
8,429
+4,878
+137% +$241K 0.14% 75
2022
Q1 		$201K Buy
+3,551
New +$219K 0.06% 117
2021
Q2 		– Sell
-5,974
Closed -$348K – 110
2021
Q1 		$348K Hold
5,974
– – 0.15% 76
2020
Q4 		$286K Buy
+5,974
New +$270K 0.13% 73

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rollins Financial's TFC Position: Q3 2023 in Review

Rollins Financial sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 19,451 shares — an estimated $590K sold.

Rollins Financial first reported a position in TFC in Q4 2020 and held it in 7 quarters. The position peaked at $590K in Q2 2023. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Rollins Financial reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Rollins Financial sold 19,451 Truist Financial shares in Q3 2023, an estimated $590K.
  • Rollins Financial first reported a position in Truist Financial in Q4 2020 and held it in 7 quarters.
  • Rollins Financial's Truist Financial position peaked at $590K in Q2 2023.
  • 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Rollins Financial's 13F filing for Q3 2023, filed 9 Nov 2023.