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Sandy Spring Bank’s Truist Financial TFC Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$3.01M Sell
73,187
-9,942
-12% -$443K 0.13% 143
2024
Q4 		$3.61M Sell
83,129
-31
-0% -$1.38K 0.15% 128
2024
Q3 		$3.56M Sell
83,160
-7,041
-8% -$297K 0.15% 128
2024
Q2 		$3.5M Sell
90,201
-10,524
-10% -$398K 0.15% 128
2024
Q1 		$3.93M Sell
100,725
-4,454
-4% -$163K 0.18% 119
2023
Q4 		$3.88M Buy
105,179
+3,451
+3% +$108K 0.19% 114
2023
Q3 		$2.91M Sell
101,728
-2,243
-2% -$69K 0.16% 126
2023
Q2 		$3.16M Sell
103,971
-2,875
-3% -$89.3K 0.17% 128
2023
Q1 		$3.64M Sell
106,846
-2,201
-2% -$96.1K 0.21% 112
2022
Q4 		$4.69M Sell
109,047
-2,233
-2% -$98K 0.28% 91
2022
Q3 		$4.84M Sell
111,280
-5,455
-5% -$262K 0.31% 85
2022
Q2 		$5.54M Sell
116,735
-2,478
-2% -$122K 0.33% 78
2022
Q1 		$6.76M Sell
119,213
-118
-0.1% -$7.29K 0.34% 73
2021
Q4 		$6.99M Sell
119,331
-1,413
-1% -$86.3K 0.33% 72
2021
Q3 		$7.08M Sell
120,744
-514
-0.4% -$28.7K 0.38% 64
2021
Q2 		$6.73M Buy
121,258
+258
+0.2% +$15.2K 0.36% 69
2021
Q1 		$7.06M Sell
121,000
-6,099
-5% -$334K 0.41% 63
2020
Q4 		$6.09M Sell
127,099
-3,424
-3% -$155K 0.37% 68
2020
Q3 		$4.97M Sell
130,523
-2,457
-2% -$92.6K 0.34% 73
2020
Q2 		$4.99M Sell
132,980
-5,065
-4% -$182K 0.37% 69
2020
Q1 		$4.26M Sell
138,045
-2,012
-1% -$95.1K 0.39% 71
2019
Q4 		$7.89M Buy
140,057
+123,081
+725% +$6.66M 0.57% 40
2019
Q3 		$906K Buy
16,976
+2,897
+21% +$144K 0.07% 198
2019
Q2 		$692K Buy
14,079
+481
+4% +$23.6K 0.06% 205
2019
Q1 		$633K Sell
13,598
-3,126
-19% -$152K 0.05% 207
2018
Q4 		$725K Buy
16,724
+280
+2% +$13.4K 0.07% 196
2018
Q3 		$799K Buy
16,444
+230
+1% +$11.8K 0.07% 193
2018
Q2 		$818K Buy
16,214
+176
+1% +$9.35K 0.07% 197
2018
Q1 		$835K Buy
16,038
+4,650
+41% +$250K 0.07% 202
2017
Q4 		$566K Sell
11,388
-382
-3% -$18.4K 0.05% 211
2017
Q3 		$553K Buy
11,770
+670
+6% +$30.8K 0.05% 214
2017
Q2 		$504K Buy
11,100
+85
+0.8% +$3.69K 0.05% 219
2017
Q1 		$493K Buy
11,015
+157
+1% +$7.33K 0.05% 223
2016
Q4 		$511K Sell
10,858
-1,709
-14% -$72.7K 0.05% 219
2016
Q3 		$474K Buy
12,567
+606
+5% +$22.6K 0.05% 225
2016
Q2 		$426K Buy
11,961
+785
+7% +$27.4K 0.05% 226
2016
Q1 		$371K Hold
11,176
– – 0.04% 230
2015
Q4 		$423K Sell
11,176
-344
-3% -$12.9K 0.05% 224
2015
Q3 		$410K Buy
11,520
+71
+0.6% +$2.74K 0.05% 227
2015
Q2 		$461K Sell
11,449
-1,101
-9% -$43.6K 0.05% 227
2015
Q1 		$490K Buy
12,550
+777
+7% +$29.3K 0.06% 218
2014
Q4 		$458K Sell
11,773
-100
-0.8% -$3.76K 0.05% 210
2014
Q3 		$442K Sell
11,873
-489
-4% -$18.5K 0.05% 223
2014
Q2 		$487K Sell
12,362
-600
-5% -$23K 0.06% 212
2014
Q1 		$521K Buy
12,962
+3,824
+42% +$146K 0.08% 197
2013
Q4 		$341K Sell
9,138
-50
-0.5% -$1.73K 0.05% 219
2013
Q3 		$310K Sell
9,188
-221
-2% -$7.72K 0.05% 217
2013
Q2 		$319K Buy
+9,409
New +$300K 0.05% 209

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sandy Spring Bank's TFC Position: Q1 2025 in Review

Sandy Spring Bank reduced its Truist Financial (TFC) stake by 12% in Q1 2025, selling an estimated $443K and leaving 73,187 shares worth $3.01M. The position accounts for 0.13% of the portfolio, ranked #143.

Sandy Spring Bank first reported a position in TFC in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.89M in Q4 2019. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Sandy Spring Bank held 73,187 shares of Truist Financial worth $3.01M as of Q1 2025.
  • Sandy Spring Bank sold 9,942 Truist Financial shares in Q1 2025, an estimated $443K.
  • Truist Financial made up 0.13% of Sandy Spring Bank's portfolio in Q1 2025, its #143 holding.
  • Sandy Spring Bank first reported a position in Truist Financial in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's Truist Financial position peaked at $7.89M in Q4 2019.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.