SpiderRock Advisors’s Truist Financial TFC Stock Holding History

SpiderRock Advisors’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 Q3	$1.83M	Hold	42,900	–	–	0.03%	342
2024 Q2	$1.67M	Hold	42,900	–	–	0.03%	310
2024 Q1	$1.5M	Buy	+42,900	New	+$1.57M	0.04%	320
2023 Q4	–	Hold	0	–	–	–	74
2023 Q3	–	Hold	0	–	–	–	59
2023 Q2	–	Hold	0	–	–	–	51
2023 Q1	–	Hold	0	–	–	–	48
2022 Q4	–	Hold	0	–	–	–	39
2022 Q3	–	Hold	0	–	–	–	34
2022 Q2	–	Hold	0	–	–	–	28
2022 Q1	–	Hold	0	–	–	–	32
2021 Q4	–	Hold	0	–	–	–	36
2017 Q4	–	Hold	0	–	-$167K	–	366
2017 Q3	–	Hold	0	–	–	–	98
2017 Q2	–	Hold	0	–	–	–	238
2017 Q1	–	Hold	0	–	–	–	798

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

SpiderRock Advisors's TFC Position: Q3 2024 in Review

SpiderRock Advisors reduced its Truist Financial (TFC) stake by 66% in Q3 2024, selling an estimated $15.1M and leaving 181,232 shares worth $7.75M. The position accounts for 0.12% of the portfolio, ranked #129.

SpiderRock Advisors first reported a position in TFC in Q1 2024 and has held it in 3 quarters since. The position peaked at $20.9M in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

SpiderRock Advisors held 181,232 shares of Truist Financial worth $7.75M as of Q3 2024.
SpiderRock Advisors sold 357,336 Truist Financial shares in Q3 2024, an estimated $15.1M.
Truist Financial made up 0.12% of SpiderRock Advisors's portfolio in Q3 2024, its #129 holding.
SpiderRock Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 3 quarters since.
SpiderRock Advisors's Truist Financial position peaked at $20.9M in Q2 2024.
1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.