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Washington Trust Bank’s Truist Financial TFC Stock Holding History

Washington Trust Bank’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
Q2 		– Sell
-6,045
Closed -$206K – 229
2023
Q1 		$206K Buy
6,045
+534
+10% +$23.3K 0.02% 211
2022
Q4 		$237K Buy
+5,511
New +$242K 0.03% 194
2021
Q4 		– Sell
-3,531
Closed -$207K – 239
2021
Q3 		$207K Buy
+3,531
New +$197K 0.02% 201
2021
Q2 		– Sell
-3,981
Closed -$232K – 194
2021
Q1 		$232K Buy
+3,981
New +$218K 0.03% 161
2019
Q2 		– Sell
-1,506
Closed -$70K – 508
2019
Q1 		$70K Hold
1,506
– – 0.01% 307
2018
Q4 		$65K Hold
1,506
– – 0.01% 313
2018
Q3 		$73K Sell
1,506
-651
-30% -$33.4K 0.01% 326
2018
Q2 		$109K Sell
2,157
-113
-5% -$6K 0.02% 288
2018
Q1 		$118K Buy
2,270
+480
+27% +$25.9K 0.02% 285
2017
Q4 		$89K Hold
1,790
– – 0.01% 330
2017
Q3 		$84K Sell
1,790
-1,255
-41% -$57.7K 0.01% 335
2017
Q2 		$138K Sell
3,045
-125
-4% -$5.43K 0.03% 235
2017
Q1 		$142K Sell
3,170
-294
-8% -$13.7K 0.03% 234
2016
Q4 		$163K Sell
3,464
-50
-1% -$2.13K 0.04% 219
2016
Q3 		$133K Sell
3,514
-86
-2% -$3.2K 0.03% 237
2016
Q2 		$128K Sell
3,600
-260
-7% -$9.09K 0.03% 223
2016
Q1 		$128K Buy
3,860
+1,470
+62% +$48.8K 0.03% 231
2015
Q4 		$90K Sell
2,390
-490
-17% -$18.4K 0.02% 310
2015
Q3 		$103K Hold
2,880
– – 0.03% 278
2015
Q2 		$116K Buy
2,880
+520
+22% +$20.6K 0.03% 276
2015
Q1 		$92K Hold
2,360
– – 0.02% 340
2014
Q4 		$92K Hold
2,360
– – 0.02% 360
2014
Q3 		$88K Hold
2,360
– – 0.03% 367
2014
Q2 		$93K Hold
2,360
– – 0.02% 387
2014
Q1 		$95K Buy
+2,360
New +$90.3K 0.02% 374

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Washington Trust Bank's TFC Position: Q2 2023 in Review

Washington Trust Bank sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 6,045 shares — an estimated $206K sold.

Washington Trust Bank first reported a position in TFC in Q1 2014 and held it in 25 quarters. The position peaked at $237K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Washington Trust Bank reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Washington Trust Bank sold 6,045 Truist Financial shares in Q2 2023, an estimated $206K.
  • Washington Trust Bank first reported a position in Truist Financial in Q1 2014 and held it in 25 quarters.
  • Washington Trust Bank's Truist Financial position peaked at $237K in Q4 2022.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Washington Trust Bank's 13F filing for Q2 2023, filed 10 Aug 2023.