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MASECO Private Wealth’s Truist Financial TFC Stock Holding History

MASECO Private Wealth’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 		$21.1K Hold
424
– – ﹤0.01% 211
2026
Q1 		$19.5K Sell
424
-228
-35% -$11.3K ﹤0.01% 197
2025
Q4 		$32.1K Buy
652
+228
+54% +$10.5K ﹤0.01% 214
2025
Q3 		$19.4K Hold
424
– – ﹤0.01% 143
2025
Q2 		$18.2K Buy
+424
New +$16.6K ﹤0.01% 265

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MASECO Private Wealth's TFC Position: Q2 2026 in Review

MASECO Private Wealth held its Truist Financial (TFC) position steady in Q2 2026 at 424 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

MASECO Private Wealth first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.1K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • MASECO Private Wealth held 424 shares of Truist Financial worth $21.1K as of Q2 2026.
  • MASECO Private Wealth left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #211 holding.
  • MASECO Private Wealth first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's Truist Financial position peaked at $32.1K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.