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Sugarloaf Wealth Management’s Truist Financial TFC Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$297K Buy
6,848
+1,298
+23% +$57.9K 0.06% 126
2024
Q3 		$237K Buy
5,550
+3
+0.1% +$127 0.04% 137
2024
Q2 		$215K Sell
5,547
-25
-0.4% -$944 0.04% 134
2024
Q1 		$217K Sell
5,572
-1,610
-22% -$58.9K 0.05% 138
2023
Q4 		$265K Buy
7,182
+1,662
+30% +$52.2K 0.06% 111
2023
Q3 		$158K Buy
5,520
+12
+0.2% +$369 0.04% 157
2023
Q2 		$167K Sell
5,508
-672
-11% -$20.9K 0.04% 157
2023
Q1 		$211K Sell
6,180
-41
-0.7% -$1.79K 0.05% 126
2022
Q4 		$268K Sell
6,221
-5,887
-49% -$258K 0.07% 105
2022
Q3 		$528K Buy
12,108
+1,949
+19% +$93.8K 0.14% 74
2022
Q2 		$482K Buy
10,159
+85
+0.8% +$4.19K 0.12% 76
2022
Q1 		$571K Buy
10,074
+9
+0.1% +$556 0.14% 67
2021
Q4 		$589K Buy
10,065
+9
+0.1% +$550 0.14% 63
2021
Q3 		$590K Sell
10,056
-89
-0.9% -$4.97K 0.16% 61
2021
Q2 		$563K Buy
10,145
+406
+4% +$23.9K 0.15% 62
2021
Q1 		$568 Buy
9,739
+5
+0.1% +$274 0.17% 62
2020
Q4 		$467K Sell
9,734
-164
-2% -$7.42K 0.16% 70
2020
Q3 		$373K Buy
9,898
+44
+0.4% +$1.66K 0.14% 75
2020
Q2 		$370K Buy
9,854
+44
+0.4% +$1.58K 0.14% 79
2020
Q1 		$303K Sell
9,810
-82
-0.8% -$3.88K 0.14% 80
2019
Q4 		$557K Buy
+9,892
New +$536K 0.24% 73

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's TFC Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Truist Financial (TFC) stake by 23% in Q4 2024, buying an estimated $57.9K and bringing the position to 6,848 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #126.

Sugarloaf Wealth Management first reported a position in TFC in Q4 2019 and has held it in 21 quarters since. The position peaked at $590K in Q3 2021. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Sugarloaf Wealth Management held 6,848 shares of Truist Financial worth $297K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1,298 Truist Financial shares in Q4 2024, an estimated $57.9K.
  • Truist Financial made up 0.06% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #126 holding.
  • Sugarloaf Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Truist Financial position peaked at $590K in Q3 2021.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.