Marotta Asset Management
TFC icon

Marotta Asset Management’s Truist Financial TFC Stock Holding History

Marotta Asset 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
Q3 		$1.26M Hold
27,318
– – 0.21% 51
2026
Q2 		$1.39M Sell
27,318
-8,103
-23% -$399K 0.23% 53
2026
Q1 		$1.65M Buy
35,421
+1
+0% +$49 0.3% 48
2025
Q4 		$1.74M Buy
35,420
+1
+0% +$46 0.32% 50
2025
Q3 		$1.61M Buy
35,419
+203
+0.6% +$9.15K 0.3% 51
2025
Q2 		$1.51M Sell
35,216
-6,981
-17% -$273K 0.3% 51
2025
Q1 		$1.8M Sell
42,197
-100
-0.2% -$4.46K 0.35% 49
2024
Q4 		$1.83M Buy
42,297
+100
+0.2% +$4.46K 0.38% 48
2024
Q3 		$1.8M Sell
42,197
-51
-0.1% -$2.15K 0.35% 49
2024
Q2 		$1.66M Buy
42,248
+230
+0.5% +$8.69K 0.34% 50
2024
Q1 		$1.64M Sell
42,018
-73
-0.2% -$2.67K 0.34% 48
2023
Q4 		$1.55M Sell
42,091
-6,084
-13% -$191K 0.33% 48
2023
Q3 		$1.38M Hold
48,175
– – 0.32% 47
2023
Q2 		$1.46M Buy
+48,175
New +$1.5M 0.33% 42
2022
Q4 		$2.07M Sell
48,068
-11,402
-19% -$500K 0.5% 39
2022
Q3 		$2.59M Sell
59,470
-4,000
-6% -$192K 0.68% 35
2022
Q2 		$3.06M Sell
63,470
-245
-0.4% -$12.1K 0.75% 35
2022
Q1 		$3.61M Buy
63,715
+1,102
+2% +$68.1K 0.84% 31
2021
Q4 		$3.67M Buy
62,613
+7,300
+13% +$446K 0.83% 30
2021
Q3 		$3.24M Hold
55,313
– – 0.78% 32
2021
Q2 		$3.11M Sell
55,313
-4,355
-7% -$256K 0.75% 32
2021
Q1 		$3.52M Sell
59,668
-3,751
-6% -$206K 0.9% 29
2020
Q4 		$3.04M Sell
63,419
-290
-0.5% -$13.1K 0.8% 31
2020
Q3 		$2.42M Sell
63,709
-105
-0.2% -$3.96K 0.74% 35
2020
Q2 		$2.4M Hold
63,814
– – 0.77% 33
2020
Q1 		$1.82M Sell
63,814
-2,267
-3% -$107K 0.7% 35
2019
Q4 		$3.47M Buy
+66,081
New +$3.58M 1.06% 26

Other funds holding TFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Marotta Asset Management's TFC Position: Q3 2026 in Review

Marotta Asset Management held its Truist Financial (TFC) position steady in Q3 2026 at 27,318 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #51.

Marotta Asset Management first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.67M in Q4 2021. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Marotta Asset Management held 27,318 shares of Truist Financial worth $1.26M as of Q3 2026.
  • Marotta Asset Management left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.21% of Marotta Asset Management's portfolio in Q3 2026, its #51 holding.
  • Marotta Asset Management first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Marotta Asset Management's Truist Financial position peaked at $3.67M in Q4 2021.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.