Surevest’s Truist Financial TFC Stock Holding History

Surevest’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
2022 Q3	$2K	Buy	53 +28	+112%	+$1.35K	﹤0.01%	409
2022 Q2	$1K	Buy	+25	New	+$1.23K	﹤0.01%	537

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Surevest's TFC Position: Q3 2022 in Review

Surevest increased its Truist Financial (TFC) stake by 112% in Q3 2022, buying an estimated $1.35K and bringing the position to 53 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Surevest first reported a position in TFC in Q2 2022 and has held it in 2 quarters since. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Surevest held 53 shares of Truist Financial worth $2K as of Q3 2022.
Surevest bought 28 Truist Financial shares in Q3 2022, an estimated $1.35K.
Truist Financial made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #409 holding.
Surevest first reported a position in Truist Financial in Q2 2022 and has held it in 2 quarters since.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.