Truist Financial’s PacWest Bancorp PACW Stock Holding History

Truist Financial’s Portfolio PACW Stock Details PACW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-53,974	Closed	-$440K	–	2701
2023 Q2	$440K	Buy	+53,974	New	+$435K	﹤0.01%	2020
2020 Q3	–	Sell	-17,079	Closed	-$337K	–	2596
2020 Q2	$337K	Buy	+17,079	New	+$316K	﹤0.01%	1867
2020 Q1	–	Sell	-6,557	Closed	-$251K	–	2611
2019 Q4	$251K	Buy	+6,557	New	+$247K	﹤0.01%	2254

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Truist Financial's PACW Position: Q3 2023 in Review

Truist Financial sold out of PacWest Bancorp (PACW) in Q3 2023, closing a stake of 53,974 shares — an estimated $440K sold.

Truist Financial first reported a position in PACW in Q4 2019 and held it in 3 quarters. The position peaked at $440K in Q2 2023. 255 funds tracked by Wall St. Rank hold PACW as of Q3 2023.

Truist Financial reported no remaining PacWest Bancorp position as of Q3 2023 after selling out during the quarter.
Truist Financial sold 53,974 PacWest Bancorp shares in Q3 2023, an estimated $440K.
Truist Financial first reported a position in PacWest Bancorp in Q4 2019 and held it in 3 quarters.
Truist Financial's PacWest Bancorp position peaked at $440K in Q2 2023.
255 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2023.

Based on Truist Financial's 13F filing for Q3 2023, filed 14 Nov 2023.