A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 25,099 shares of TFC stock, worth $1.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,099
Previous 17,043 47.27%
Holding current value
$1.2 Million
Previous $662,000 61.93%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$38.22 - $44.94 $307,900 - $362,036
8,056 Added 47.27%
25,099 $1.07 Million
Q2 2024

Aug 13, 2024

BUY
$35.41 - $40.18 $8,604 - $9,763
243 Added 1.45%
17,043 $662,000
Q1 2024

May 15, 2024

SELL
$34.53 - $38.98 $9,495 - $10,719
-275 Reduced 1.61%
16,800 $654,000
Q4 2023

Feb 14, 2024

BUY
$27.03 - $37.64 $461,537 - $642,703
17,075 New
17,075 $630,000
Q1 2023

Apr 28, 2023

BUY
$30.56 - $50.39 $260,401 - $429,373
8,521 Added 3.77%
234,553 $8 Million
Q4 2022

Jan 27, 2023

SELL
$40.42 - $47.26 $259,698 - $303,645
-6,425 Reduced 2.76%
226,032 $0
Q3 2022

Nov 09, 2022

BUY
$20.41 - $50.47 $74,659 - $184,619
3,658 Added 1.6%
232,457 $10.1 Million
Q2 2022

Aug 01, 2022

SELL
$45.68 - $55.36 $36,041 - $43,679
-789 Reduced 0.34%
228,799 $10.9 Million
Q1 2022

May 09, 2022

BUY
$56.23 - $67.41 $66,351 - $79,543
1,180 Added 0.52%
229,588 $13 Million
Q4 2021

Feb 08, 2022

BUY
$55.67 - $65.14 $365,306 - $427,448
6,562 Added 2.96%
228,408 $13.4 Million
Q3 2021

Nov 29, 2021

BUY
$52.18 - $60.15 $11.6 Million - $13.3 Million
221,846 New
221,846 $13 Million

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $63.4B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
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