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Mason & Associates (Virginia)’s Truist Financial TFC Stock Holding History

Mason & Associates (Virginia)’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 		$505K Hold
10,142
– – 0.11% 30
2026
Q1 		$466K Hold
10,142
– – 0.11% 31
2025
Q4 		$499K Buy
+10,142
New +$467K 0.11% 28

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mason & Associates (Virginia)'s TFC Position: Q2 2026 in Review

Mason & Associates (Virginia) held its Truist Financial (TFC) position steady in Q2 2026 at 10,142 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #30.

Mason & Associates (Virginia) first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Mason & Associates (Virginia) held 10,142 shares of Truist Financial worth $505K as of Q2 2026.
  • Mason & Associates (Virginia) left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.11% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #30 holding.
  • Mason & Associates (Virginia) first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.