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Marino Stram & Associates’s Truist Financial TFC Stock Holding History

Marino Stram & Associates’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 		$1.2M Buy
24,177
+303
+1% +$14.9K 0.19% 81
2026
Q1 		$1.1M Sell
23,874
-227
-0.9% -$11.2K 0.2% 79
2025
Q4 		$1.19M Buy
24,101
+9,303
+63% +$428K 0.21% 71
2025
Q3 		$677K Buy
14,798
+70
+0.5% +$3.16K 0.12% 104
2025
Q2 		$633K Sell
14,728
-7,396
-33% -$289K 0.13% 103
2025
Q1 		$910K Buy
22,124
+15
+0.1% +$668 0.2% 84
2024
Q4 		$959K Buy
22,109
+63
+0.3% +$2.81K 0.21% 79
2024
Q3 		$943K Sell
22,046
-38
-0.2% -$1.6K 0.21% 83
2024
Q2 		$858K Sell
22,084
-20
-0.1% -$755 0.21% 82
2024
Q1 		$862K Buy
22,104
+226
+1% +$8.27K 0.2% 79
2023
Q4 		$808K Sell
21,878
-438
-2% -$13.8K 0.21% 77
2023
Q3 		$638K Buy
22,316
+423
+2% +$13K 0.19% 86
2023
Q2 		$664K Sell
21,893
-302
-1% -$9.38K 0.19% 83
2023
Q1 		$757K Buy
22,195
+1,376
+7% +$60.1K 0.23% 72
2022
Q4 		$896K Buy
20,819
+238
+1% +$10.4K 0.28% 59
2022
Q3 		$896K Buy
20,581
+1,992
+11% +$95.8K 0.32% 52
2022
Q2 		$882K Buy
18,589
+1,801
+11% +$88.8K 0.31% 55
2022
Q1 		$952K Buy
16,788
+872
+5% +$53.9K 0.3% 56
2021
Q4 		$932K Buy
15,916
+459
+3% +$28K 0.29% 58
2021
Q3 		$907K Buy
15,457
+10,364
+203% +$579K 0.31% 53
2021
Q2 		$283K Sell
5,093
-5,960
-54% -$350K 0.07% 217
2021
Q1 		$645K Buy
11,053
+1,196
+12% +$65.6K 0.25% 62
2020
Q4 		$472K Buy
9,857
+3,730
+61% +$169K 0.21% 68
2020
Q3 		$233K Buy
+6,127
New +$231K 0.12% 101
2019
Q2 		– Sell
-677
Closed -$32K – 504
2019
Q1 		$32K Buy
+677
New +$33K 0.02% 203

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Marino Stram & Associates's TFC Position: Q2 2026 in Review

Marino Stram & Associates increased its Truist Financial (TFC) stake by 1.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 24,177 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #81.

Marino Stram & Associates first reported a position in TFC in Q1 2019 and has held it in 25 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Marino Stram & Associates held 24,177 shares of Truist Financial worth $1.2M as of Q2 2026.
  • Marino Stram & Associates bought 303 Truist Financial shares in Q2 2026, an estimated $14.9K.
  • Truist Financial made up 0.19% of Marino Stram & Associates's portfolio in Q2 2026, its #81 holding.
  • Marino Stram & Associates first reported a position in Truist Financial in Q1 2019 and has held it in 25 quarters since.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.