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Sullivan, Bruyette, Speros & Blaney’s Truist Financial TFC Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$572K Buy
9,810
+19
+0.2% +$1.04K 0.03% 167
2020
Q4 		$469K Buy
9,791
+608
+7% +$27.5K 0.02% 174
2020
Q3 		$349K Buy
9,183
+9
+0.1% +$339 0.02% 184
2020
Q2 		$344K Sell
9,174
-80
-0.9% -$2.88K 0.02% 172
2020
Q1 		$285K Sell
9,254
-880
-9% -$41.6K 0.02% 173
2019
Q4 		$571K Sell
10,134
-3,827
-27% -$207K 0.03% 129
2019
Q3 		$745K Buy
13,961
+6,508
+87% +$323K 0.04% 104
2019
Q2 		$366K Hold
7,453
– – 0.02% 159
2019
Q1 		$347K Sell
7,453
-4,255
-36% -$208K 0.02% 153
2018
Q4 		$507K Buy
11,708
+4,246
+57% +$204K 0.03% 112
2018
Q3 		$362K Hold
7,462
– – 0.03% 120
2018
Q2 		$376K Buy
7,462
+475
+7% +$25.2K 0.04% 117
2018
Q1 		$364K Hold
6,987
– – 0.04% 115
2017
Q4 		$347K Hold
6,987
– – 0.03% 124
2017
Q3 		$328K Sell
6,987
-430
-6% -$19.8K 0.03% 120
2017
Q2 		$337K Buy
7,417
+140
+2% +$6.08K 0.03% 115
2017
Q1 		$325K Hold
7,277
– – 0.03% 111
2016
Q4 		$342K Hold
7,277
– – 0.04% 100
2016
Q3 		$274K Sell
7,277
-130
-2% -$4.84K 0.03% 118
2016
Q2 		$264K Buy
+7,407
New +$259K 0.03% 113

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's TFC Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Truist Financial (TFC) stake by 0.19% in Q1 2021, buying an estimated $1.04K and bringing the position to 9,810 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #167.

Sullivan, Bruyette, Speros & Blaney first reported a position in TFC in Q2 2016 and has held it in 20 quarters since. The position peaked at $745K in Q3 2019. 1,376 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 9,810 shares of Truist Financial worth $572K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 19 Truist Financial shares in Q1 2021, an estimated $1.04K.
  • Truist Financial made up 0.03% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #167 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Truist Financial in Q2 2016 and has held it in 20 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Truist Financial position peaked at $745K in Q3 2019.
  • 1,376 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.