William Blair Investment Management
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William Blair Investment Management’s Truist Financial TFC Stock Holding History

William Blair Investment Management’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
-14,791
Closed -$504K – 420
2023
Q1 		$504K Sell
14,791
-11,189
-43% -$488K ﹤0.01% 358
2022
Q4 		$1.12M Sell
25,980
-339
-1% -$14.9K ﹤0.01% 351
2022
Q3 		$1.15M Buy
26,319
+1,083
+4% +$52.1K ﹤0.01% 353
2022
Q2 		$1.2M Sell
25,236
-160
-0.6% -$7.89K ﹤0.01% 359
2022
Q1 		$1.44M Sell
25,396
-4,588
-15% -$283K ﹤0.01% 375
2021
Q4 		$1.76M Buy
29,984
+10,144
+51% +$620K ﹤0.01% 364
2021
Q3 		$1.16M Buy
19,840
+5,209
+36% +$291K ﹤0.01% 385
2021
Q2 		$812K Buy
+14,631
New +$859K ﹤0.01% 345

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

William Blair Investment Management's TFC Position: Q2 2023 in Review

William Blair Investment Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 14,791 shares — an estimated $504K sold.

William Blair Investment Management first reported a position in TFC in Q2 2021 and held it in 8 quarters. The position peaked at $1.76M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • William Blair Investment Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • William Blair Investment Management sold 14,791 Truist Financial shares in Q2 2023, an estimated $504K.
  • William Blair Investment Management first reported a position in Truist Financial in Q2 2021 and held it in 8 quarters.
  • William Blair Investment Management's Truist Financial position peaked at $1.76M in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on William Blair Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.