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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
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

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Marotta Asset Management's TFC Position: Q2 2026 in Review

Marotta Asset Management reduced its Truist Financial (TFC) stake by 23% in Q2 2026, selling an estimated $399K and leaving 27,318 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #53.

Marotta Asset Management first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.67M in Q4 2021. 785 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Marotta Asset Management held 27,318 shares of Truist Financial worth $1.39M as of Q2 2026.
  • Marotta Asset Management sold 8,103 Truist Financial shares in Q2 2026, an estimated $399K.
  • Truist Financial made up 0.23% of Marotta Asset Management's portfolio in Q2 2026, its #53 holding.
  • Marotta Asset Management first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's Truist Financial position peaked at $3.67M in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.