Svb Wealth LLC Truist Financial Corp Transaction History

Svb Wealth LLC

$4.01 Billion
Q2 2024

A detailed history of Svb Wealth LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Svb Wealth LLC holds 26,580 shares of TFC stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

26,580

Previous 27,379 2.92%

Holding current value

$1.11 Million

Previous $1.07 Million 3.28%

% of portfolio

0.03%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$35.41 - $40.18 $28,292 - $32,103	-799 Reduced 2.92%	26,580 $1.03 Million
Q1 2024 May 15, 2024	BUY	$34.53 - $38.98 $226,240 - $255,396	6,552 Added 31.46%	27,379 $1.07 Million
Q4 2023 Jan 30, 2024	SELL	$27.03 - $37.64 $9,028 - $12,571	-334 Reduced 1.58%	20,827 $768,000
Q3 2023 Oct 23, 2023	BUY	$27.97 - $35.59 $270,553 - $344,262	9,673 Added 84.2%	21,161 $605,000
Q2 2023 Jul 24, 2023	SELL	$26.21 - $34.79 $38,030 - $50,480	-1,451 Reduced 11.21%	11,488 $348,000
Q1 2023 May 12, 2023	SELL	$30.56 - $50.39 $180,365 - $297,401	-5,902 Reduced 31.33%	12,939 $441,000
Q4 2022 Feb 10, 2023	BUY	$40.42 - $47.26 $29,668 - $34,688	734 Added 4.05%	18,841 $810,000
Q3 2022 Nov 09, 2022	BUY	$20.41 - $50.47 $276,330 - $683,313	13,539 Added 296.39%	18,107 $789,000
Q2 2022 Aug 16, 2022	BUY	$45.68 - $55.36 $15,302 - $18,545	335 Added 7.91%	4,568 $217,000
Q1 2022 May 13, 2022	BUY	$56.23 - $67.41 $38,573 - $46,243	686 Added 19.34%	4,233 $240,000
Q4 2021 Feb 15, 2022	SELL	$55.67 - $65.14 $429,716 - $502,815	-7,719 Reduced 68.52%	3,547 $208,000
Q3 2021 Nov 09, 2021	BUY	$52.18 - $60.15 $127,997 - $147,547	2,453 Added 27.83%	11,266 $660,000
Q2 2021 Aug 13, 2021	BUY	$52.81 - $62.14 $5,492 - $6,462	104 Added 1.19%	8,813 $489,000
Q1 2021 May 11, 2021	SELL	$47.18 - $60.17 $339,082 - $432,441	-7,187 Closed	0 $0
Q4 2020 Feb 10, 2021	SELL	$38.75 - $49.04 $35,805 - $45,312	-924 Reduced 11.39%	7,187 $345,000
Q3 2020 Nov 10, 2020	SELL	$33.61 - $40.81 $69,001 - $83,782	-2,053 Reduced 20.2%	8,111 $309,000
Q2 2020 Aug 05, 2020	SELL	$27.21 - $46.37 $365,103 - $622,192	-13,418 Reduced 56.9%	10,164 $382,000
Q1 2020 May 11, 2020	SELL	$25.69 - $56.67 $1.36 Million - $2.99 Million	-52,802 Reduced 69.13%	23,582 $727,000
Q4 2019 Feb 13, 2020	BUY	$50.81 - $56.72 $3.88 Million - $4.33 Million	76,384 New	76,384 $4.3 Million

Others Institutions Holding TFC

# of Institutions

1,570

Shares Held

970M

Call Options Held

9.11M

Put Options Held

4.53M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $55.4B
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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