Steward Financial Group’s Truist Financial TFC Stock Holding History

Steward Financial Group’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
2023 Q3	$11K	Sell	388 -55	-12%	-$1.69K	﹤0.01%	364
2023 Q2	$13K	Buy	443 +424	+2,232%	+$13.2K	﹤0.01%	324
2023 Q1	$0	Sell	19 -237	-93%	-$10.3K	﹤0.01%	909
2022 Q4	$11K	Buy	+256	New	+$11.2K	0.01%	142
2022 Q3	–	Sell	-68	Closed	-$3K	–	1187
2022 Q2	$3K	Buy	+68	New	+$3.35K	﹤0.01%	486

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Steward Financial Group's TFC Position: Q3 2023 in Review

Steward Financial Group reduced its Truist Financial (TFC) stake by 12% in Q3 2023, selling an estimated $1.69K and leaving 388 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Steward Financial Group first reported a position in TFC in Q2 2022 and has held it in 5 quarters since. The position peaked at $13K in Q2 2023. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Steward Financial Group held 388 shares of Truist Financial worth $11K as of Q3 2023.
Steward Financial Group sold 55 Truist Financial shares in Q3 2023, an estimated $1.69K.
Truist Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #364 holding.
Steward Financial Group first reported a position in Truist Financial in Q2 2022 and has held it in 5 quarters since.
Steward Financial Group's Truist Financial position peaked at $13K in Q2 2023.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.