AMBIA
TFC icon

Allen Mooney & Barnes Investment Advisors’s Truist Financial TFC Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$875K Sell
18,888
-45
-0.2% -$2.29K 0.13% 74
2026
Q2 		$943K Sell
18,933
-10,081
-35% -$496K 0.14% 69
2026
Q1 		$1.33M Sell
29,014
-572
-2% -$28.3K 0.19% 64
2025
Q4 		$1.46M Sell
29,586
-2,854
-9% -$131K 0.22% 60
2025
Q3 		$1.48M Sell
32,440
-229
-0.7% -$10.3K 0.23% 58
2025
Q2 		$1.4M Buy
32,669
+3,464
+12% +$136K 0.23% 59
2025
Q1 		$1.2M Sell
29,205
-780
-3% -$34.8K 0.2% 69
2024
Q4 		$1.3M Sell
29,985
-797
-3% -$35.6K 0.22% 63
2024
Q3 		$1.32M Sell
30,782
-3,743
-11% -$158K 0.22% 63
2024
Q2 		$1.34M Sell
34,525
-1,086
-3% -$41K 0.24% 61
2024
Q1 		$1.33M Sell
35,611
-1,072
-3% -$39.2K 0.26% 62
2023
Q4 		$1.35M Sell
36,683
-787
-2% -$24.7K 0.26% 62
2023
Q3 		$1.07M Sell
37,470
-144,054
-79% -$4.43M 0.23% 63
2023
Q2 		$5.51M Buy
181,524
+5,590
+3% +$174K 1.22% 30
2023
Q1 		$6M Sell
175,934
-1,519
-0.9% -$66.3K 1.44% 27
2022
Q4 		$7.64M Buy
177,453
+1,193
+0.7% +$52.3K 1.84% 25
2022
Q3 		$7.67M Buy
176,260
+11,650
+7% +$561K 2.05% 19
2022
Q2 		$7.81M Buy
164,610
+6,731
+4% +$332K 2% 18
2022
Q1 		$8.95M Buy
+157,879
New +$9.75M 1.98% 20

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's TFC Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Truist Financial (TFC) stake by 0.24% in Q3 2026, selling an estimated $2.29K and leaving 18,888 shares worth $875K. The position accounts for 0.13% of the portfolio, ranked #74.

Allen Mooney & Barnes Investment Advisors first reported a position in TFC in Q1 2022 and has held it in 19 quarters since. The position peaked at $8.95M in Q1 2022. 65 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 18,888 shares of Truist Financial worth $875K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors sold 45 Truist Financial shares in Q3 2026, an estimated $2.29K.
  • Truist Financial made up 0.13% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #74 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Truist Financial in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Truist Financial position peaked at $8.95M in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.