MCM
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MAI Capital Management’s Truist Financial TFC Stock Holding History

MAI Capital Management’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
Q1 		$1.29M Buy
28,067
+4,303
+18% +$213K 0.01% 695
2025
Q4 		$1.17M Buy
23,764
+7,300
+44% +$336K 0.01% 689
2025
Q3 		$753K Sell
16,464
-344
-2% -$15.5K ﹤0.01% 791
2025
Q2 		$723K Buy
16,808
+2,017
+14% +$78.9K 0.01% 733
2025
Q1 		$609K Buy
14,791
+1,133
+8% +$50.5K ﹤0.01% 764
2024
Q4 		$593K Sell
13,658
-1,481
-10% -$66.1K ﹤0.01% 791
2024
Q3 		$648K Sell
15,139
-2,398
-14% -$101K 0.01% 676
2024
Q2 		$681K Buy
17,537
+542
+3% +$20.5K 0.01% 709
2024
Q1 		$662K Buy
16,995
+8,210
+93% +$300K 0.01% 703
2023
Q4 		$324K Buy
8,785
+1,699
+24% +$53.3K ﹤0.01% 843
2023
Q3 		$203K Sell
7,086
-1,305
-16% -$40.1K ﹤0.01% 963
2023
Q2 		$255K Sell
8,391
-365
-4% -$11.3K ﹤0.01% 874
2023
Q1 		$299K Sell
8,756
-2,450
-22% -$107K ﹤0.01% 807
2022
Q4 		$482K Buy
11,206
+559
+5% +$24.5K 0.01% 626
2022
Q3 		$464K Sell
10,647
-261
-2% -$12.6K 0.01% 583
2022
Q2 		$517K Sell
10,908
-3,162
-22% -$156K 0.01% 540
2022
Q1 		$798K Sell
14,070
-32,385
-70% -$2M 0.01% 441
2021
Q4 		$2.72M Buy
46,455
+34,128
+277% +$2.09M 0.04% 230
2021
Q3 		$723K Buy
12,327
+1,091
+10% +$61K 0.01% 430
2021
Q2 		$624K Sell
11,236
-295
-3% -$17.3K 0.01% 454
2021
Q1 		$672K Buy
11,531
+7,344
+175% +$403K 0.02% 414
2020
Q4 		$201K Buy
+4,187
New +$190K 0.01% 632
2020
Q1 		– Sell
-4,475
Closed -$252K – 607
2019
Q4 		$252K Buy
+4,475
New +$242K 0.01% 500
2019
Q1 		– Sell
-4,744
Closed -$206K – 488
2018
Q4 		$206K Buy
+4,744
New +$228K 0.01% 409
2018
Q2 		– Sell
-4,215
Closed -$219K – 494
2018
Q1 		$219K Buy
+4,215
New +$227K 0.01% 410

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MAI Capital Management's TFC Position: Q1 2026 in Review

MAI Capital Management increased its Truist Financial (TFC) stake by 18% in Q1 2026, buying an estimated $213K and bringing the position to 28,067 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #695.

MAI Capital Management first reported a position in TFC in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.72M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • MAI Capital Management held 28,067 shares of Truist Financial worth $1.29M as of Q1 2026.
  • MAI Capital Management bought 4,303 Truist Financial shares in Q1 2026, an estimated $213K.
  • Truist Financial made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #695 holding.
  • MAI Capital Management first reported a position in Truist Financial in Q1 2018 and has held it in 25 quarters since.
  • MAI Capital Management's Truist Financial position peaked at $2.72M in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.