Truist Financial
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Truist Financial’s Preferred Bank PFBC Stock Holding History

Truist Financial’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,907
Closed -$370K – 2672
2024
Q2 		$370K Hold
4,907
– – ﹤0.01% 2167
2024
Q1 		$377K Hold
4,907
– – ﹤0.01% 2164
2023
Q4 		$358K Sell
4,907
-156
-3% -$10.2K ﹤0.01% 2186
2023
Q3 		$315K Sell
5,063
-1,004
-17% -$62.7K ﹤0.01% 2207
2023
Q2 		$334K Sell
6,067
-1,765
-23% -$88.8K ﹤0.01% 2193
2023
Q1 		$429K Hold
7,832
– – ﹤0.01% 2070
2022
Q4 		$584K Buy
+7,832
New +$571K ﹤0.01% 1855
2020
Q3 		– Sell
-8,560
Closed -$366K – 2524
2020
Q2 		$366K Sell
8,560
-47
-0.5% -$1.73K ﹤0.01% 1806
2020
Q1 		$291K Sell
8,607
-749
-8% -$39.2K ﹤0.01% 1882
2019
Q4 		$562K Buy
+9,356
New +$514K ﹤0.01% 1769

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial's PFBC Position: Q3 2024 in Review

Truist Financial sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 4,907 shares — an estimated $370K sold.

Truist Financial first reported a position in PFBC in Q4 2019 and held it in 10 quarters. The position peaked at $584K in Q4 2022. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

  • Truist Financial reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 4,907 Preferred Bank shares in Q3 2024, an estimated $370K.
  • Truist Financial first reported a position in Preferred Bank in Q4 2019 and held it in 10 quarters.
  • Truist Financial's Preferred Bank position peaked at $584K in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.