Seven Eight Capital’s Truist Financial TFC Stock Holding History

Seven Eight 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
2024 Q4	–	Sell	-28,042	Closed	-$1.2M	–	583
2024 Q3	$1.2M	Buy	28,042 +16,870	+151%	+$712K	0.11%	334
2024 Q2	$434K	Buy	+11,172	New	+$422K	0.05%	544
2023 Q1	–	Sell	-52,281	Closed	-$2.25M	–	612
2022 Q4	$2.25M	Buy	+52,281	New	+$2.29M	0.59%	41
2021 Q4	–	Sell	-70,333	Closed	-$4.13M	–	669
2021 Q3	$4.13M	Sell	70,333 -24,720	-26%	-$1.38M	0.4%	65
2021 Q2	$5.28M	Buy	95,053 +24,753	+35%	+$1.45M	0.74%	9
2021 Q1	$3.37M	Hold	70,300	–	–	0.77%	20
2020 Q4	$3.37M	Buy	+70,300	New	+$3.18M	0.77%	20
2020 Q2	–	Sell	-18,700	Closed	-$577K	–	549
2020 Q1	$577K	Buy	+18,700	New	+$884K	0.15%	188
2015 Q4	–	Sell	-27,899	Closed	-$993K	–	676
2015 Q3	$993K	Buy	+27,899	New	+$1.08M	0.86%	15
2014 Q4	–	Sell	-899	Closed	-$33.5K	–	654
2014 Q3	$33.5K	Buy	+899	New	+$33.9K	0.03%	428

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seven Eight Capital's TFC Position: Q4 2024 in Review

Seven Eight Capital sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 28,042 shares — an estimated $1.2M sold.

Seven Eight Capital first reported a position in TFC in Q3 2014 and held it in 10 quarters. The position peaked at $5.28M in Q2 2021. 1,569 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Seven Eight Capital reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 28,042 Truist Financial shares in Q4 2024, an estimated $1.2M.
Seven Eight Capital first reported a position in Truist Financial in Q3 2014 and held it in 10 quarters.
Seven Eight Capital's Truist Financial position peaked at $5.28M in Q2 2021.
1,569 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.