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SBK Financial’s Truist Financial TFC Stock Holding History

SBK 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
2022
Q4 		– Sell
-4,621
Closed -$201K – 63
2022
Q3 		$201K Buy
+4,621
New +$222K 0.31% 62
2022
Q2 		– Sell
-4,000
Closed -$227K – 71
2022
Q1 		$227K Hold
4,000
– – 0.23% 64
2021
Q4 		$234K Buy
+4,000
New +$244K 0.19% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SBK Financial's TFC Position: Q4 2022 in Review

SBK Financial sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 4,621 shares — an estimated $201K sold.

SBK Financial first reported a position in TFC in Q4 2021 and held it in 3 quarters. The position peaked at $234K in Q4 2021. 1,488 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • SBK Financial reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • SBK Financial sold 4,621 Truist Financial shares in Q4 2022, an estimated $201K.
  • SBK Financial first reported a position in Truist Financial in Q4 2021 and held it in 3 quarters.
  • SBK Financial's Truist Financial position peaked at $234K in Q4 2021.
  • 1,488 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.