Trustmark National Bank Trust Department’s Truist Financial TFC Stock Holding History

Trustmark National Bank Trust Department’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
2023 Q3	–	Sell	-52,365	Closed	-$1.59M	–	261
2023 Q2	$1.59M	Sell	52,365 -3,291	-6%	-$102K	0.15%	116
2023 Q1	$1.9M	Buy	55,656 +1,527	+3%	+$66.7K	0.17%	105
2022 Q4	$2.33M	Sell	54,129 -92	-0.2%	-$4.04K	0.21%	93
2022 Q3	$2.36M	Hold	54,221	–	–	0.23%	79
2022 Q2	$2.57M	Sell	54,221 -1,961	-3%	-$96.7K	0.23%	80
2022 Q1	$3.19M	Sell	56,182 -1,045	-2%	-$64.5K	0.25%	81
2021 Q4	$3.35M	Sell	57,227 -8,860	-13%	-$541K	0.26%	89
2021 Q3	$3.88M	Sell	66,087 -3,492	-5%	-$195K	0.31%	80
2021 Q2	$3.86M	Sell	69,579 -1,609	-2%	-$94.5K	0.31%	76
2021 Q1	$4.15M	Buy	71,188 +7,028	+11%	+$385K	0.35%	67
2020 Q4	$3.08M	Sell	64,160 -1,796	-3%	-$81.3K	0.28%	74
2020 Q3	$2.51M	Sell	65,956 -8,583	-12%	-$323K	0.25%	79
2020 Q2	$2.8M	Buy	74,539 +6,841	+10%	+$246K	0.29%	72
2020 Q1	$2.09M	Buy	+67,698	New	+$3.2M	0.25%	85
2019 Q4	–	Sell	-5,227	Closed	-$279K	–	239
2019 Q3	$279K	Buy	5,227 +455	+10%	+$22.5K	0.03%	207
2019 Q2	$234K	Sell	4,772 -1,109	-19%	-$54.3K	0.02%	217
2019 Q1	$274K	Sell	5,881 -3,791	-39%	-$185K	0.03%	197
2018 Q4	$419K	Buy	9,672 +4,559	+89%	+$219K	0.05%	167
2018 Q3	$248K	Sell	5,113 -260	-5%	-$13.3K	0.02%	219
2018 Q2	$271K	Buy	5,373 +80	+2%	+$4.25K	0.03%	204
2018 Q1	$275K	Buy	+5,293	New	+$285K	0.03%	221
2017 Q3	–	Sell	-4,715	Closed	-$214K	–	267
2017 Q2	$214K	Sell	4,715 -90	-2%	-$3.91K	0.02%	244
2017 Q1	$215K	Buy	4,805 +255	+6%	+$11.9K	0.03%	242
2016 Q4	$214K	Buy	+4,550	New	+$194K	0.03%	233

Other funds holding TFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Trustmark National Bank Trust Department's TFC Position: Q3 2023 in Review

Trustmark National Bank Trust Department sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 52,365 shares — an estimated $1.59M sold.

Trustmark National Bank Trust Department first reported a position in TFC in Q4 2016 and held it in 24 quarters. The position peaked at $4.15M in Q1 2021. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Trustmark National Bank Trust Department reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Trustmark National Bank Trust Department sold 52,365 Truist Financial shares in Q3 2023, an estimated $1.59M.
Trustmark National Bank Trust Department first reported a position in Truist Financial in Q4 2016 and held it in 24 quarters.
Trustmark National Bank Trust Department's Truist Financial position peaked at $4.15M in Q1 2021.
1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2023, filed 13 Nov 2023.