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USCA RIA’s Truist Financial TFC Stock Holding History

USCA RIA’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
2021
Q2 		$5.27M Buy
94,996
+1,987
+2% +$117K 0.32% 92
2021
Q1 		$5.42M Buy
93,009
+36,758
+65% +$2.01M 0.36% 81
2020
Q4 		$2.7M Sell
56,251
-17,252
-23% -$781K 0.19% 111
2020
Q3 		$2.8M Sell
73,503
-2,019
-3% -$76.1K 0.22% 103
2020
Q2 		$2.84M Sell
75,522
-1,422
-2% -$51.2K 0.25% 90
2020
Q1 		$2.37M Buy
76,944
+35,200
+84% +$1.66M 0.28% 92
2019
Q4 		$2.35M Buy
41,744
+4,616
+12% +$250K 0.21% 148
2019
Q3 		$1.98M Buy
37,128
+621
+2% +$30.8K 0.19% 147
2019
Q2 		$1.79M Sell
36,507
-2,439
-6% -$119K 0.18% 149
2019
Q1 		$1.81M Buy
38,946
+15,554
+66% +$759K 0.2% 148
2018
Q4 		$1.01M Buy
23,392
+6,218
+36% +$299K 0.13% 180
2018
Q3 		$834K Buy
+17,174
New +$881K 0.08% 243
2018
Q2 		– Sell
-10,891
Closed -$567K – 472
2018
Q1 		$567K Sell
10,891
-31,289
-74% -$1.69M 0.06% 277
2017
Q4 		$2.1M Buy
+42,180
New +$2.04M 0.23% 123
2017
Q1 		– Sell
-28,127
Closed -$1.32M – 418
2016
Q4 		$1.32M Buy
28,127
+19,936
+243% +$848K 0.2% 146
2016
Q3 		$309K Sell
8,191
-19,438
-70% -$724K 0.05% 309
2016
Q2 		$984K Buy
27,629
+3,314
+14% +$116K 0.17% 160
2016
Q1 		$809K Buy
+24,315
New +$808K 0.15% 165

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

USCA RIA's TFC Position: Q2 2021 in Review

USCA RIA increased its Truist Financial (TFC) stake by 2.1% in Q2 2021, buying an estimated $117K and bringing the position to 94,996 shares worth $5.27M. The position accounts for 0.32% of the portfolio, ranked #92.

USCA RIA first reported a position in TFC in Q1 2016 and has held it in 18 quarters since. The position peaked at $5.42M in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • USCA RIA held 94,996 shares of Truist Financial worth $5.27M as of Q2 2021.
  • USCA RIA bought 1,987 Truist Financial shares in Q2 2021, an estimated $117K.
  • Truist Financial made up 0.32% of USCA RIA's portfolio in Q2 2021, its #92 holding.
  • USCA RIA first reported a position in Truist Financial in Q1 2016 and has held it in 18 quarters since.
  • USCA RIA's Truist Financial position peaked at $5.42M in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.