T
TFC icon

TOBAM’s Truist Financial TFC Stock Holding History

TOBAM’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 		– Sell
-3,666
Closed -$157K – 337
2024
Q3 		$157K Buy
3,666
+702
+24% +$29.6K 0.03% 200
2024
Q2 		$115K Sell
2,964
-7,161
-71% -$271K 0.02% 226
2024
Q1 		$395K Buy
10,125
+1,389
+16% +$50.8K 0.04% 163
2023
Q4 		$323K Buy
8,736
+1,711
+24% +$53.7K 0.03% 161
2023
Q3 		$201K Buy
7,025
+158
+2% +$4.86K 0.02% 222
2023
Q2 		$208K Hold
6,867
– – 0.02% 223
2023
Q1 		$234K Hold
6,867
– – 0.02% 198
2022
Q4 		$295K Hold
6,867
– – 0.02% 178
2022
Q3 		$299K Hold
6,867
– – 0.02% 180
2022
Q2 		$326K Buy
6,867
+3,735
+119% +$184K 0.02% 197
2022
Q1 		$178K Sell
3,132
-852
-21% -$52.6K 0.01% 243
2021
Q4 		$233K Sell
3,984
-760
-16% -$46.4K 0.01% 189
2021
Q3 		$278K Buy
4,744
+721
+18% +$40.3K 0.01% 170
2021
Q2 		$223K Sell
4,023
-734
-15% -$43.1K 0.01% 191
2021
Q1 		$277K Hold
4,757
– – 0.01% 166
2020
Q4 		$228K Buy
4,757
+1,043
+28% +$47.2K 0.01% 179
2020
Q3 		$141K Buy
+3,714
New +$140K 0.01% 194

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

TOBAM's TFC Position: Q4 2024 in Review

TOBAM sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 3,666 shares — an estimated $157K sold.

TOBAM first reported a position in TFC in Q3 2020 and held it in 17 quarters. The position peaked at $395K in Q1 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • TOBAM reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • TOBAM sold 3,666 Truist Financial shares in Q4 2024, an estimated $157K.
  • TOBAM first reported a position in Truist Financial in Q3 2020 and held it in 17 quarters.
  • TOBAM's Truist Financial position peaked at $395K in Q1 2024.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on TOBAM's 13F filing for Q4 2024, filed 28 Jan 2025.