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TFC icon

Seeyond’s Truist Financial TFC Stock Holding History

Seeyond’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 		$3.64M Buy
84,614
+58,459
+224% +$2.56M 0.35% 84
2022
Q3 		$1.14M Sell
26,155
-914
-3% -$44K 0.14% 226
2022
Q2 		$1.28M Buy
27,069
+4,730
+21% +$233K 0.15% 238
2022
Q1 		$1.27M Buy
22,339
+2,191
+11% +$135K 0.13% 284
2021
Q4 		$1.18M Sell
20,148
-245
-1% -$15K 0.11% 319
2021
Q3 		$1.2M Buy
20,393
+10,014
+96% +$560K 0.12% 291
2021
Q2 		$576K Sell
10,379
-208
-2% -$12.2K 0.05% 436
2021
Q1 		$617K Buy
10,587
+6,866
+185% +$376K 0.06% 411
2020
Q4 		$178K Sell
3,721
-21
-0.6% -$951 0.02% 560
2020
Q3 		$142K Buy
3,742
+74
+2% +$2.79K 0.02% 551
2020
Q2 		$138K Sell
3,668
-9,898
-73% -$356K 0.02% 556
2020
Q1 		$330K Sell
13,566
-104
-0.8% -$4.92K 0.05% 436
2019
Q4 		$770K Buy
13,670
+1,297
+10% +$70.2K 0.08% 389
2019
Q3 		$660K Sell
12,373
-2,089
-14% -$104K 0.07% 406
2019
Q2 		$711K Buy
14,462
+2,873
+25% +$141K 0.07% 396
2019
Q1 		$539K Hold
11,589
– – 0.05% 452
2018
Q4 		$502K Buy
+11,589
New +$556K 0.07% 372

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Seeyond's TFC Position: Q4 2022 in Review

Seeyond increased its Truist Financial (TFC) stake by 224% in Q4 2022, buying an estimated $2.56M and bringing the position to 84,614 shares worth $3.64M. The position accounts for 0.35% of the portfolio, ranked #84.

Seeyond first reported a position in TFC in Q4 2018 and has held it in 17 quarters since. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Seeyond held 84,614 shares of Truist Financial worth $3.64M as of Q4 2022.
  • Seeyond bought 58,459 Truist Financial shares in Q4 2022, an estimated $2.56M.
  • Truist Financial made up 0.35% of Seeyond's portfolio in Q4 2022, its #84 holding.
  • Seeyond first reported a position in Truist Financial in Q4 2018 and has held it in 17 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.