Sirios Capital Management’s Truist Financial TFC Stock Holding History

Sirios Capital Management’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 Q1	–	Sell	-879	Closed	-$51K	–	78
2021 Q4	$51K	Sell	879 -262	-23%	-$16K	0.01%	77
2021 Q3	$67K	Hold	1,141	–	–	0.01%	79
2021 Q2	$63K	Hold	1,141	–	–	0.01%	83
2021 Q1	$67K	Sell	1,141 -148	-11%	-$8.11K	0.01%	84
2020 Q4	$62K	Sell	1,289 -805	-38%	-$36.4K	﹤0.01%	92
2020 Q3	$80K	Hold	2,094	–	–	0.01%	86
2020 Q2	$79K	Sell	2,094 -108,093	-98%	-$3.89M	0.01%	80
2020 Q1	$3.4M	Sell	110,187 -1,101,742	-91%	-$52.1M	0.3%	49
2019 Q4	$68.3M	Buy	+1,211,929	New	+$65.6M	4.4%	7

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Sirios Capital Management's TFC Position: Q1 2022 in Review

Sirios Capital Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 879 shares — an estimated $51K sold.

Sirios Capital Management first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $68.3M in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Sirios Capital Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Sirios Capital Management sold 879 Truist Financial shares in Q1 2022, an estimated $51K.
Sirios Capital Management first reported a position in Truist Financial in Q4 2019 and held it in 9 quarters.
Sirios Capital Management's Truist Financial position peaked at $68.3M in Q4 2019.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Sirios Capital Management's 13F filing for Q1 2022, filed 13 May 2022.