A detailed history of Beacon Investment Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 15,125 shares of TFC stock, worth $636,308. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,125
Previous 9,054 67.05%
Holding current value
$636,308
Previous $353 Million 66.51%
% of portfolio
0.3%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$35.41 - $40.18 $214,974 - $243,932
6,071 Added 67.05%
15,125 $588 Million
Q1 2024

May 13, 2024

SELL
$34.53 - $38.98 $4,281 - $4,833
-124 Reduced 1.35%
9,054 $353 Million
Q4 2023

Feb 13, 2024

BUY
$27.03 - $37.64 $3,486 - $4,855
129 Added 1.43%
9,178 $339 Million
Q3 2023

Nov 07, 2023

SELL
$27.97 - $35.59 $22,040 - $28,044
-788 Reduced 8.01%
9,049 $259 Million
Q2 2023

Aug 03, 2023

SELL
$26.21 - $34.79 $10,484 - $13,916
-400 Reduced 3.91%
9,837 $299 Million
Q1 2023

May 12, 2023

BUY
$30.56 - $50.39 $336 - $554
11 Added 0.11%
10,237 $349 Million
Q4 2022

Feb 09, 2023

BUY
$40.42 - $47.26 $413,334 - $483,280
10,226 New
10,226 $440 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 $55.8B
  • 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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