TFC TRUIST FINANCIAL CORP

Ownership history in PM CAPITAL Ltd  ·  16 quarters on record

This page tracks every 13F SEC filing in which PM CAPITAL Ltd reported a position in TRUIST FINANCIAL CORP (TFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.03% (2022 Q4)
Avg. % of fund
3.96%
First filed
2019 Q4
Last filed
2023 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2023 Q3 UNCHANGED 665,781 0% 4.47% $19.0M $25.19
2023 Q2 UNCHANGED 665,781 0% 4.22% $20.2M $26.29
2023 Q1 UNCHANGED 665,781 0% 4.72% $22.7M $28.98
2022 Q4 ADDED 665,781 +322,614 +94.0% 6.03% $28.6M $36.19
2022 Q3 ADDED 343,167 +16,101 +4.9% 3.95% $14.9M $36.19
2022 Q2 UNCHANGED 327,066 0% 4.02% $15.5M $39.02
2022 Q1 REDUCED 327,066 -17,000 -4.9% 3.63% $18.5M $46.17
2021 Q4 UNCHANGED 344,066 0% 3.85% $20.1M $47.32
2021 Q3 UNCHANGED 344,066 0% 3.79% $20.2M $47.05
2021 Q2 UNCHANGED 344,066 0% 3.44% $19.1M $44.16
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TFC price (monthly, adj. close)
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