Deseret Mutual Benefit Administrators’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$274K Sell
5,499
-568
-9% -$27.9K 0.09% 165
2026
Q1
$279K Buy
6,067
+2,833
+88% +$140K 0.1% 164
2025
Q4
$159K Hold
3,234
0.07% 177
2025
Q3
$148K Hold
3,234
0.06% 182
2025
Q2
$139K Hold
3,234
0.07% 180
2025
Q1
$133K Hold
3,234
0.07% 180
2024
Q4
$140K Sell
3,234
-265
-8% -$11.8K 0.07% 178
2024
Q3
$150K Sell
3,499
-184
-5% -$7.77K 0.08% 168
2024
Q2
$143K Sell
3,683
-165
-4% -$6.23K 0.07% 168
2024
Q1
$150K Buy
3,848
+293
+8% +$10.7K 0.08% 158
2023
Q4
$131K Sell
3,555
-450
-11% -$14.1K 0.08% 159
2023
Q3
$115K Buy
4,005
+110
+3% +$3.38K 0.06% 188
2023
Q2
$118K Buy
3,895
+792
+26% +$24.6K 0.05% 200
2023
Q1
$106K Buy
3,103
+93
+3% +$4.06K 0.04% 210
2022
Q4
$130K Sell
3,010
-2,187
-42% -$95.9K 0.05% 194
2022
Q3
$226K Sell
5,197
-1,043
-17% -$50.2K 0.06% 182
2022
Q2
$296K Buy
6,240
+449
+8% +$22.1K 0.07% 185
2022
Q1
$328K Sell
5,791
-981
-14% -$60.6K 0.07% 186
2021
Q4
$397K Buy
6,772
+352
+5% +$21.5K 0.07% 187
2021
Q3
$377K Sell
6,420
-1,487
-19% -$83.1K 0.07% 182
2021
Q2
$439K Buy
+7,907
New +$464K 0.11% 101

Other funds holding TFC

Deseret Mutual Benefit Administrators's TFC Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Truist Financial (TFC) stake by 9.4% in Q2 2026, selling an estimated $27.9K and leaving 5,499 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #165.

Deseret Mutual Benefit Administrators first reported a position in TFC in Q2 2021 and has held it in 21 quarters since. The position peaked at $439K in Q2 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 5,499 shares of Truist Financial worth $274K as of Q2 2026.
  • Deseret Mutual Benefit Administrators sold 568 Truist Financial shares in Q2 2026, an estimated $27.9K.
  • Truist Financial made up 0.09% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #165 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Truist Financial in Q2 2021 and has held it in 21 quarters since.
  • Deseret Mutual Benefit Administrators's Truist Financial position peaked at $439K in Q2 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.