MIM
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Marco Investment Management’s Truist Financial TFC Stock Holding History

Marco Investment 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
Q2 		$2.03M Hold
40,681
– – 0.13% 98
2026
Q1 		$1.87M Hold
40,681
– – 0.14% 99
2025
Q4 		$2M Hold
40,681
– – 0.15% 92
2025
Q3 		$1.86M Sell
40,681
-1,275
-3% -$57.5K 0.14% 92
2025
Q2 		$1.8M Sell
41,956
-3,950
-9% -$155K 0.15% 93
2025
Q1 		$1.89M Sell
45,906
-350
-0.8% -$15.6K 0.18% 89
2024
Q4 		$2.01M Hold
46,256
– – 0.17% 86
2024
Q3 		$1.98M Hold
46,256
– – 0.17% 86
2024
Q2 		$1.8M Sell
46,256
-1,368
-3% -$51.7K 0.17% 91
2024
Q1 		$1.86M Sell
47,624
-1,700
-3% -$62.2K 0.18% 91
2023
Q4 		$1.82M Sell
49,324
-725
-1% -$22.8K 0.19% 88
2023
Q3 		$1.43M Sell
50,049
-7,227
-13% -$222K 0.16% 95
2023
Q2 		$1.74M Sell
57,276
-9,071
-14% -$282K 0.19% 92
2023
Q1 		$2.26M Buy
66,347
+1,467
+2% +$64K 0.26% 83
2022
Q4 		$2.79M Sell
64,880
-607
-0.9% -$26.6K 0.33% 73
2022
Q3 		$2.85M Sell
65,487
-120
-0.2% -$5.77K 0.36% 68
2022
Q2 		$3.11M Buy
65,607
+222
+0.3% +$10.9K 0.36% 69
2022
Q1 		$3.71M Buy
65,385
+1,906
+3% +$118K 0.38% 72
2021
Q4 		$3.72M Sell
63,479
-200
-0.3% -$12.2K 0.37% 71
2021
Q3 		$3.73M Sell
63,679
-760
-1% -$42.5K 0.41% 62
2021
Q2 		$3.58M Buy
64,439
+11,775
+22% +$692K 0.42% 63
2021
Q1 		$3.07M Buy
52,664
+325
+0.6% +$17.8K 0.4% 61
2020
Q4 		$2.51M Buy
52,339
+14,546
+38% +$659K 0.36% 68
2020
Q3 		$1.44M Buy
37,793
+1,100
+3% +$41.4K 0.24% 75
2020
Q2 		$1.38M Sell
36,693
-4,395
-11% -$158K 0.25% 74
2020
Q1 		$1.27M Buy
41,088
+4,963
+14% +$235K 0.27% 72
2019
Q4 		$2.04M Buy
+36,125
New +$1.96M 0.32% 73
2016
Q1 		– Sell
-7,684
Closed -$291K – 191
2015
Q4 		$291K Buy
+7,684
New +$289K 0.05% 167

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

Marco Investment Management's TFC Position: Q2 2026 in Review

Marco Investment Management held its Truist Financial (TFC) position steady in Q2 2026 at 40,681 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #98.

Marco Investment Management first reported a position in TFC in Q4 2015 and has held it in 28 quarters since. The position peaked at $3.73M in Q3 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Marco Investment Management held 40,681 shares of Truist Financial worth $2.03M as of Q2 2026.
  • Marco Investment Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.13% of Marco Investment Management's portfolio in Q2 2026, its #98 holding.
  • Marco Investment Management first reported a position in Truist Financial in Q4 2015 and has held it in 28 quarters since.
  • Marco Investment Management's Truist Financial position peaked at $3.73M in Q3 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.