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Marietta Investment Partners’s Truist Financial TFC Stock Holding History

Marietta Investment Partners’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 		– Sell
-21,085
Closed -$1.04M – 171
2025
Q4 		$1.04M Sell
21,085
-3,166
-13% -$146K 0.21% 87
2025
Q3 		$1.11M Buy
24,251
+1,400
+6% +$63.1K 0.21% 92
2025
Q2 		$982K Sell
22,851
-14,887
-39% -$582K 0.22% 89
2025
Q1 		$1.55M Sell
37,738
-340
-0.9% -$15.1K 0.37% 62
2024
Q4 		$1.65M Buy
38,078
+16,333
+75% +$729K 0.36% 62
2024
Q3 		$930K Buy
+21,745
New +$918K 0.2% 89

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marietta Investment Partners's TFC Position: Q1 2026 in Review

Marietta Investment Partners sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 21,085 shares — an estimated $1.04M sold.

Marietta Investment Partners first reported a position in TFC in Q3 2024 and held it in 6 quarters. The position peaked at $1.65M in Q4 2024. 1,646 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Marietta Investment Partners reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Marietta Investment Partners sold 21,085 Truist Financial shares in Q1 2026, an estimated $1.04M.
  • Marietta Investment Partners first reported a position in Truist Financial in Q3 2024 and held it in 6 quarters.
  • Marietta Investment Partners's Truist Financial position peaked at $1.65M in Q4 2024.
  • 1,646 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.