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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MASECO Private Wealth's TFC Position: Q1 2026 in Review

MASECO Private Wealth reduced its Truist Financial (TFC) stake by 35% in Q1 2026, selling an estimated $11.3K and leaving 424 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

MASECO Private Wealth first reported a position in TFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $32.1K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • MASECO Private Wealth held 424 shares of Truist Financial worth $19.5K as of Q1 2026.
  • MASECO Private Wealth sold 228 Truist Financial shares in Q1 2026, an estimated $11.3K.
  • Truist Financial made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #197 holding.
  • MASECO Private Wealth first reported a position in Truist Financial in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Truist Financial position peaked at $32.1K in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.