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Mascoma Wealth Management’s Truist Financial TFC Stock Holding History

Mascoma Wealth 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
Q1 		– Sell
-28
Closed -$1.38K – 542
2025
Q4 		$1.38K Buy
+28
New +$1.29K ﹤0.01% 442
2022
Q3 		– Sell
-259
Closed -$12K – 627
2022
Q2 		$12K Sell
259
-105
-29% -$5.18K ﹤0.01% 400
2022
Q1 		$21K Buy
364
+105
+41% +$6.49K 0.01% 365
2021
Q4 		$15K Sell
259
-259
-50% -$15.8K 0.01% 368
2021
Q3 		$30K Buy
+518
New +$28.9K 0.01% 253
2021
Q2 		– Sell
-518
Closed -$30K – 391
2021
Q1 		$30K Buy
+518
New +$28.4K 0.01% 261

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
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 $751B AUM 38.74% 1-Year Est. Return

Mascoma Wealth Management's TFC Position: Q1 2026 in Review

Mascoma Wealth Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 28 shares — an estimated $1.38K sold.

Mascoma Wealth Management first reported a position in TFC in Q1 2021 and held it in 6 quarters. The position peaked at $30K in Q3 2021. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Mascoma Wealth Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 28 Truist Financial shares in Q1 2026, an estimated $1.38K.
  • Mascoma Wealth Management first reported a position in Truist Financial in Q1 2021 and held it in 6 quarters.
  • Mascoma Wealth Management's Truist Financial position peaked at $30K in Q3 2021.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.