Siena Capital’s Truist Financial TFC Stock Holding History

Siena 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
2022 Q3	–	Sell	-200	Closed	-$9K	–	254
2022 Q2	$9K	Hold	200	–	–	0.01%	177
2022 Q1	$11K	Buy	+200	New	+$12.4K	0.01%	206

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Siena Capital's TFC Position: Q3 2022 in Review

Siena Capital sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

Siena Capital first reported a position in TFC in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Siena Capital reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Siena Capital sold 200 Truist Financial shares in Q3 2022, an estimated $9K.
Siena Capital first reported a position in Truist Financial in Q1 2022 and held it in 2 quarters.
Siena Capital's Truist Financial position peaked at $11K in Q1 2022.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.