Mackenzie Financial’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 | $23.7M | Sell |
475,435
-19,849
| -4% | -$976K | 0.02% | 404 |
|
|
2026
Q1 | $22.8M | Buy |
495,284
+313,183
| +172% | +$15.5M | 0.03% | 388 |
|
|
2025
Q4 | $9.01M | Buy |
182,101
+28,869
| +19% | +$1.33M | 0.01% | 526 |
|
|
2025
Q3 | $7.01M | Buy |
153,232
+1,521
| +1% | +$68.6K | 0.01% | 569 |
|
|
2025
Q2 | $6.52M | Sell |
151,711
-1,137
| -0.7% | -$44.5K | 0.01% | 551 |
|
|
2025
Q1 | $6.29M | Buy |
152,848
+32,313
| +27% | +$1.44M | 0.01% | 532 |
|
|
2024
Q4 | $5.23M | Buy |
120,535
+5,727
| +5% | +$256K | 0.01% | 564 |
|
|
2024
Q3 | $4.91M | Sell |
114,808
-185,106
| -62% | -$7.82M | 0.01% | 546 |
|
|
2024
Q2 | $11.7M | Buy |
299,914
+102,823
| +52% | +$3.88M | 0.02% | 409 |
|
|
2024
Q1 | $7.68M | Sell |
197,091
-49,657
| -20% | -$1.82M | 0.01% | 485 |
|
|
2023
Q4 | $9.11M | Buy |
246,748
+94,061
| +62% | +$2.95M | 0.01% | 445 |
|
|
2023
Q3 | $4.15M | Buy |
152,687
+14,230
| +10% | +$438K | 0.01% | 575 |
|
|
2023
Q2 | $4.35M | Sell |
138,457
-295,958
| -68% | -$9.19M | 0.01% | 585 |
|
|
2023
Q1 | $14.8M | Buy |
434,415
+36,899
| +9% | +$1.61M | 0.02% | 380 |
|
|
2022
Q4 | $17.1M | Sell |
397,516
-68,335
| -15% | -$3M | 0.03% | 329 |
|
|
2022
Q3 | $20.3M | Buy |
465,851
+1,032
| +0.2% | +$49.7K | 0.03% | 311 |
|
|
2022
Q2 | $22M | Buy |
464,819
+14,393
| +3% | +$710K | 0.04% | 310 |
|
|
2022
Q1 | $25.5M | Buy |
450,426
+112,489
| +33% | +$6.95M | 0.03% | 315 |
|
|
2021
Q4 | $19.8M | Buy |
337,937
+57,989
| +21% | +$3.54M | 0.03% | 368 |
|
|
2021
Q3 | $16.4M | Sell |
279,948
-12,608
| -4% | -$705K | 0.02% | 383 |
|
|
2021
Q2 | $16.2M | Buy |
292,556
+52,660
| +22% | +$3.09M | 0.02% | 368 |
|
|
2021
Q1 | $14M | Buy |
239,896
+201,333
| +522% | +$11M | 0.02% | 371 |
|
|
2020
Q4 | $1.85M | Buy |
38,563
+4,592
| +14% | +$208K | ﹤0.01% | 621 |
|
|
2020
Q3 | $1.29M | Buy |
33,971
+1,777
| +6% | +$66.9K | ﹤0.01% | 632 |
|
|
2020
Q2 | $1.21M | Sell |
32,194
-166
| -0.5% | -$5.98K | ﹤0.01% | 647 |
|
|
2020
Q1 | $998K | Sell |
32,360
-70,301
| -68% | -$3.32M | ﹤0.01% | 641 |
|
|
2019
Q4 | $5.78M | Buy |
102,661
+25,588
| +33% | +$1.39M | 0.01% | 407 |
|
|
2019
Q3 | $4.11M | Sell |
77,073
-65
| -0.1% | -$3.22K | 0.01% | 492 |
|
|
2019
Q2 | $3.79M | Buy |
77,138
+8,865
| +13% | +$434K | 0.01% | 493 |
|
|
2019
Q1 | $3.18M | Buy |
68,273
+57,670
| +544% | +$2.81M | 0.01% | 658 |
|
|
2018
Q4 | $459K | Buy |
10,603
+1,191
| +13% | +$57.2K | ﹤0.01% | 952 |
|
|
2018
Q3 | $457K | Buy |
9,412
+2,262
| +32% | +$116K | ﹤0.01% | 902 |
|
|
2018
Q2 | $361K | Buy |
7,150
+2,941
| +70% | +$156K | ﹤0.01% | 851 |
|
|
2018
Q1 | $219K | Sell |
4,209
-640,587
| -99% | -$34.5M | ﹤0.01% | 887 |
|
|
2017
Q4 | $32.1M | Buy |
+644,796
| New | +$31.1M | 0.08% | 207 |
|
|
2015
Q4 | – | Sell |
-22,927
| Closed | -$816K | – | 832 |
|
|
2015
Q3 | $816K | Sell |
22,927
-2,313
| -9% | -$89.2K | 0.01% | 572 |
|
|
2015
Q2 | $1.02M | Buy |
25,240
+4,710
| +23% | +$186K | 0.01% | 554 |
|
|
2015
Q1 | $800K | Buy |
20,530
+15,215
| +286% | +$573K | ﹤0.01% | 586 |
|
|
2014
Q4 | $207K | Buy |
+5,315
| New | +$200K | ﹤0.01% | 730 |
|
Other funds holding TFC
Mackenzie Financial's TFC Position: Q2 2026 in Review
Mackenzie Financial reduced its Truist Financial (TFC) stake by 4% in Q2 2026, selling an estimated $976K and leaving 475,435 shares worth $23.7M. The position accounts for 0.02% of the portfolio, ranked #404.
Mackenzie Financial first reported a position in TFC in Q4 2014 and has held it in 39 quarters since. The position peaked at $32.1M in Q4 2017. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Mackenzie Financial held 475,435 shares of Truist Financial worth $23.7M as of Q2 2026.
- Mackenzie Financial sold 19,849 Truist Financial shares in Q2 2026, an estimated $976K.
- Truist Financial made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #404 holding.
- Mackenzie Financial first reported a position in Truist Financial in Q4 2014 and has held it in 39 quarters since.
- Mackenzie Financial's Truist Financial position peaked at $32.1M in Q4 2017.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.