Wilbanks Smith & Thomas Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.14M | Buy |
80,450
+2,400
| +3% | +$87.8K | 0.09% | 137 |
|
|
2023
Q4 | $2.88M | Sell |
78,050
-38,352
| -33% | -$1.2M | 0.09% | 137 |
|
|
2023
Q3 | $3.33M | Buy |
116,402
+20,386
| +21% | +$627K | 0.12% | 120 |
|
|
2023
Q2 | $2.91M | Sell |
96,016
-4,290
| -4% | -$133K | 0.1% | 132 |
|
|
2023
Q1 | $3.42M | Sell |
100,306
-6,791
| -6% | -$296K | 0.12% | 120 |
|
|
2022
Q4 | $4.61M | Sell |
107,097
-26,918
| -20% | -$1.18M | 0.17% | 106 |
|
|
2022
Q3 | $5.83M | Sell |
134,015
-2,268
| -2% | -$109K | 0.25% | 83 |
|
|
2022
Q2 | $6.46M | Buy |
136,283
+7,440
| +6% | +$367K | 0.27% | 84 |
|
|
2022
Q1 | $6.39M | Buy |
128,843
+4,030
| +3% | +$249K | 0.26% | 84 |
|
|
2021
Q4 | $7.31M | Sell |
124,813
-5,505
| -4% | -$336K | 0.25% | 92 |
|
|
2021
Q3 | $7.64M | Buy |
130,318
+77,593
| +147% | +$4.34M | 0.3% | 81 |
|
|
2021
Q2 | $2.93M | Sell |
52,725
-450
| -0.8% | -$26.4K | 0.11% | 133 |
|
|
2021
Q1 | $3.1M | Buy |
53,175
+476
| +0.9% | +$26.1K | 0.13% | 123 |
|
|
2020
Q4 | $2.53M | Sell |
52,699
-1,491
| -3% | -$67.5K | 0.12% | 123 |
|
|
2020
Q3 | $2.06M | Sell |
54,190
-4,191
| -7% | -$158K | 0.11% | 132 |
|
|
2020
Q2 | $2.19M | Sell |
58,381
-3,441
| -6% | -$124K | 0.13% | 118 |
|
|
2020
Q1 | $1.91M | Buy |
61,822
+6,378
| +12% | +$302K | 0.14% | 115 |
|
|
2019
Q4 | $3.12M | Buy |
55,444
+2,876
| +5% | +$156K | 0.18% | 105 |
|
|
2019
Q3 | $2.81M | Sell |
52,568
-413
| -0.8% | -$20.5K | 0.18% | 111 |
|
|
2019
Q2 | $2.6M | Buy |
52,981
+3,516
| +7% | +$172K | 0.17% | 115 |
|
|
2019
Q1 | $2.3M | Sell |
49,465
-2,907
| -6% | -$142K | 0.15% | 121 |
|
|
2018
Q4 | $2.27M | Sell |
52,372
-268
| -0.5% | -$12.9K | 0.16% | 103 |
|
|
2018
Q3 | $2.56M | Sell |
52,640
-13,497
| -20% | -$693K | 0.16% | 109 |
|
|
2018
Q2 | $3.34M | Buy |
66,137
+3,467
| +6% | +$184K | 0.27% | 77 |
|
|
2018
Q1 | $3.26M | Buy |
62,670
+80
| +0.1% | +$4.31K | 0.26% | 72 |
|
|
2017
Q4 | $3.11M | Buy |
62,590
+8,813
| +16% | +$425K | 0.25% | 76 |
|
|
2017
Q3 | $2.52M | Sell |
53,777
-2,286
| -4% | -$105K | 0.21% | 86 |
|
|
2017
Q2 | $2.55M | Buy |
56,063
+5,120
| +10% | +$222K | 0.22% | 82 |
|
|
2017
Q1 | $2.28M | Buy |
50,943
+10,288
| +25% | +$481K | 0.19% | 87 |
|
|
2016
Q4 | $1.91M | Buy |
40,655
+5,703
| +16% | +$243K | 0.17% | 91 |
|
|
2016
Q3 | $1.32M | Buy |
34,952
+17
| +0% | +$633 | 0.12% | 107 |
|
|
2016
Q2 | $1.24M | Sell |
34,935
-140
| -0.4% | -$4.89K | 0.13% | 112 |
|
|
2016
Q1 | $1.17M | Sell |
35,075
-1,429
| -4% | -$47.5K | 0.14% | 110 |
|
|
2015
Q4 | $1.38M | Buy |
36,504
+158
| +0.4% | +$5.94K | 0.14% | 98 |
|
|
2015
Q3 | $1.29M | Buy |
36,346
+1,411
| +4% | +$54.4K | 0.18% | 87 |
|
|
2015
Q2 | $1.41M | Sell |
34,935
-905
| -3% | -$35.8K | 0.14% | 101 |
|
|
2015
Q1 | $1.4M | Sell |
35,840
-2,222
| -6% | -$83.7K | 0.14% | 102 |
|
|
2014
Q4 | $1.48M | Buy |
38,062
+175
| +0.5% | +$6.59K | 0.15% | 92 |
|
|
2014
Q3 | $1.41M | Sell |
37,887
-4,441
| -10% | -$168K | 0.15% | 93 |
|
|
2014
Q2 | $1.67M | Sell |
42,328
-2,958
| -7% | -$113K | 0.18% | 89 |
|
|
2014
Q1 | $1.82M | Buy |
45,286
+1,607
| +4% | +$61.5K | 0.21% | 83 |
|
|
2013
Q4 | $1.63M | Buy |
43,679
+507
| +1% | +$17.5K | 0.19% | 84 |
|
|
2013
Q3 | $1.46M | Sell |
43,172
-128
| -0.3% | -$4.47K | 0.19% | 88 |
|
|
2013
Q2 | $1.47M | Buy |
+43,300
| New | +$1.38M | 0.23% | 81 |
|
Other funds holding TFC
Wilbanks Smith & Thomas Asset Management's TFC Position: Q1 2024 in Review
Wilbanks Smith & Thomas Asset Management increased its Truist Financial (TFC) stake by 3.1% in Q1 2024, buying an estimated $87.8K and bringing the position to 80,450 shares worth $3.14M. The position accounts for 0.09% of the portfolio, ranked #137.
Wilbanks Smith & Thomas Asset Management first reported a position in TFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $7.64M in Q3 2021. 1,422 funds tracked by Wall St. Rank hold TFC as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management held 80,450 shares of Truist Financial worth $3.14M as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management bought 2,400 Truist Financial shares in Q1 2024, an estimated $87.8K.
- Truist Financial made up 0.09% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #137 holding.
- Wilbanks Smith & Thomas Asset Management first reported a position in Truist Financial in Q2 2013 and has held it in 44 quarters since.
- Wilbanks Smith & Thomas Asset Management's Truist Financial position peaked at $7.64M in Q3 2021.
- 1,422 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.
Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.