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Forvis Mazars Wealth Advisors’s Truist Financial TFC Stock Holding History

Forvis Mazars Wealth 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 		$598K Buy
12,011
+204
+2% +$10K 0.01% 277
2026
Q1 		$543K Sell
11,807
-3,870
-25% -$191K 0.01% 274
2025
Q4 		$771K Buy
15,677
+4,646
+42% +$214K 0.01% 234
2025
Q3 		$504K Sell
11,031
-991
-8% -$44.7K 0.01% 280
2025
Q2 		$517K Sell
12,022
-539
-4% -$21.1K 0.01% 279
2025
Q1 		$517K Sell
12,561
-10,255
-45% -$457K 0.01% 278
2024
Q4 		$990K Sell
22,816
-136
-0.6% -$6.07K 0.02% 221
2024
Q3 		$982K Sell
22,952
-1,019
-4% -$43K 0.02% 231
2024
Q2 		$931K Sell
23,971
-2,268
-9% -$85.7K 0.02% 215
2024
Q1 		$1.02M Sell
26,239
-4,964
-16% -$182K 0.03% 211
2023
Q4 		$1.15M Sell
31,203
-5,076
-14% -$159K 0.03% 193
2023
Q3 		$1.04M Sell
36,279
-2,258
-6% -$69.4K 0.03% 201
2023
Q2 		$1.17M Buy
38,537
+4,424
+13% +$137K 0.03% 204
2023
Q1 		$1.16M Buy
34,113
+5,608
+20% +$245K 0.04% 187
2022
Q4 		$1.23M Sell
28,505
-2,034
-7% -$89.2K 0.04% 182
2022
Q3 		$1.33M Sell
30,539
-1,050
-3% -$50.5K 0.05% 174
2022
Q2 		$1.5M Buy
31,589
+27,096
+603% +$1.34M 0.06% 156
2022
Q1 		$255K Buy
4,493
+291
+7% +$18K 0.01% 264
2021
Q4 		$246K Sell
4,202
-17
-0.4% -$1.04K 0.01% 259
2021
Q3 		$247K Sell
4,219
-18
-0.4% -$1.01K 0.01% 246
2021
Q2 		$235K Buy
4,237
+202
+5% +$11.9K 0.01% 242
2021
Q1 		$235K Sell
4,035
-2,696
-40% -$148K 0.01% 253
2020
Q4 		$323K Buy
6,731
+204
+3% +$9.24K 0.02% 282
2020
Q3 		$248K Buy
6,527
+417
+7% +$15.7K 0.01% 278
2020
Q2 		$229K Sell
6,110
-383
-6% -$13.8K 0.01% 284
2020
Q1 		$200K Buy
6,493
+1,778
+38% +$84.1K 0.02% 275
2019
Q4 		$266K Buy
+4,715
New +$255K 0.02% 249

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TFC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Truist Financial (TFC) stake by 1.7% in Q2 2026, buying an estimated $10K and bringing the position to 12,011 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #277.

Forvis Mazars Wealth Advisors first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q2 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 12,011 shares of Truist Financial worth $598K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 204 Truist Financial shares in Q2 2026, an estimated $10K.
  • Truist Financial made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Forvis Mazars Wealth Advisors's Truist Financial position peaked at $1.5M in Q2 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.