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Sonora Investment Management’s Truist Financial TFC Stock Holding History

Sonora Investment 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
2021
Q3 		$10.2M Buy
174,737
+10,798
+7% +$603K 1.28% 22
2021
Q2 		$9.1M Buy
163,939
+8,072
+5% +$474K 1.19% 28
2021
Q1 		$9.09M Buy
155,867
+111,776
+254% +$6.13M 0.72% 40
2020
Q4 		$2.11M Sell
44,091
-819
-2% -$37.1K 0.18% 134
2020
Q3 		$1.71M Sell
44,910
-3,864
-8% -$146K 0.16% 132
2020
Q2 		$1.83M Sell
48,774
-2,284
-4% -$82.3K 0.19% 114
2020
Q1 		$1.57M Buy
51,058
+3,006
+6% +$142K 0.19% 112
2019
Q4 		$2.71M Buy
+48,052
New +$2.6M 0.26% 106
2019
Q3 		– Sell
-164,807
Closed -$8.1M – 1816
2019
Q2 		$8.1M Buy
164,807
+10,315
+7% +$505K 0.9% 28
2019
Q1 		$7.19M Buy
154,492
+6,598
+4% +$322K 0.88% 32
2018
Q4 		$6.41M Buy
147,894
+17,836
+14% +$856K 0.93% 29
2018
Q3 		$6.31M Buy
130,058
+8,915
+7% +$457K 0.87% 33
2018
Q2 		$6.11M Buy
121,143
+1,241
+1% +$65.9K 0.94% 31
2018
Q1 		$6.24M Buy
119,902
+11,766
+11% +$634K 0.99% 31
2017
Q4 		$5.38M Buy
+108,136
New +$5.22M 0.86% 40
2017
Q3 		– Sell
-79,689
Closed -$3.62M – 1221
2017
Q2 		$3.62M Buy
79,689
+4,745
+6% +$206K 0.68% 44
2017
Q1 		$3.35M Buy
74,944
+8,130
+12% +$380K 0.65% 45
2016
Q4 		$3.14M Buy
66,814
+66,750
+104,297% +$2.84M 0.65% 45
2016
Q3 		$2.41K Buy
+64
New +$2.38K ﹤0.01% 743
2015
Q4 		– Sell
-402
Closed -$14K – 1128
2015
Q3 		$14K Buy
+402
New +$15.5K ﹤0.01% 398

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management's TFC Position: Q3 2021 in Review

Sonora Investment Management increased its Truist Financial (TFC) stake by 6.6% in Q3 2021, buying an estimated $603K and bringing the position to 174,737 shares worth $10.2M. The position accounts for 1.28% of the portfolio, ranked #22.

Sonora Investment Management first reported a position in TFC in Q3 2015 and has held it in 20 quarters since. 1,386 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

  • Sonora Investment Management held 174,737 shares of Truist Financial worth $10.2M as of Q3 2021.
  • Sonora Investment Management bought 10,798 Truist Financial shares in Q3 2021, an estimated $603K.
  • Truist Financial made up 1.28% of Sonora Investment Management's portfolio in Q3 2021, its #22 holding.
  • Sonora Investment Management first reported a position in Truist Financial in Q3 2015 and has held it in 20 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.