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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's TFC Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Truist Financial (TFC) stake by 35% in Q2 2026, selling an estimated $496K and leaving 18,933 shares worth $943K. The position accounts for 0.14% of the portfolio, ranked #69.

Allen Mooney & Barnes Investment Advisors first reported a position in TFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.95M in Q1 2022. 601 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 18,933 shares of Truist Financial worth $943K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 10,081 Truist Financial shares in Q2 2026, an estimated $496K.
  • Truist Financial made up 0.14% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Truist Financial in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Truist Financial position peaked at $8.95M in Q1 2022.
  • 601 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.