SEC 13F Intelligence

Rikoon Group, LLC / TFC

Rikoon Group, LLC’s Truist Finl Corp Position

Does Rikoon Group, LLC own Truist Finl Corp (TFC)? Yes — 115.5K shares worth $7M (+1.79% of its 13F portfolio) as of Q1 2021, up from 115.5K shares the prior filed quarter.

Position Value
$7M
Q1 2021
Shares
115.5K
% of Portfolio
+1.79%
Quarters Held
6
currently held

Position History TFC

Reported value by quarter
Q4 ’19: $7MQ4 ’19Q1 ’20: $4MQ1 ’20Q2 ’20: $4MQ2 ’20Q3 ’20: $4MQ3 ’20Q4 ’20: $6MQ4 ’20Q1 ’21: $7MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021115.5K$7M+1.79%
Q4 2020115.5K$6M+1.55%
Q3 2020115.5K$4M+1.36%
Q2 2020115.7K$4M+1.45%
Q1 2020115.7K$4M+1.48%
Q4 2019115.7K$7M+2.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rikoon Group, LLC’s full portfolio or all institutional holders of TFC.