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Larry Mathis Financial Planning’s Truist Financial TFC Stock Holding History

Larry Mathis Financial Planning’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 		$347K Sell
6,969
-146
-2% -$7.18K 0.26% 93
2026
Q1 		$327K Sell
7,115
-174
-2% -$8.6K 0.29% 102
2025
Q4 		$359K Buy
+7,289
New +$336K 0.32% 97

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Larry Mathis Financial Planning's TFC Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Truist Financial (TFC) stake by 2.1% in Q2 2026, selling an estimated $7.18K and leaving 6,969 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #93.

Larry Mathis Financial Planning first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 1,693 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Larry Mathis Financial Planning held 6,969 shares of Truist Financial worth $347K as of Q2 2026.
  • Larry Mathis Financial Planning sold 146 Truist Financial shares in Q2 2026, an estimated $7.18K.
  • Truist Financial made up 0.26% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #93 holding.
  • Larry Mathis Financial Planning first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Truist Financial position peaked at $359K in Q4 2025.
  • 1,693 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.