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MassMutual Private Wealth & Trust’s Truist Financial TFC Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.77M Sell
55,545
-691
-1% -$34K 0.07% 176
2026
Q1 		$2.59M Buy
56,236
+1,699
+3% +$84K 0.07% 179
2025
Q4 		$2.68M Sell
54,537
-6,221
-10% -$287K 0.07% 172
2025
Q3 		$2.78M Sell
60,758
-2,768
-4% -$125K 0.07% 176
2025
Q2 		$2.73M Buy
63,526
+1,243
+2% +$48.6K 0.07% 177
2025
Q1 		$2.56M Sell
62,283
-1,544
-2% -$68.8K 0.07% 179
2024
Q4 		$2.77M Sell
63,827
-1,591
-2% -$71K 0.08% 174
2024
Q3 		$2.8M Sell
65,418
-5,770
-8% -$244K 0.08% 177
2024
Q2 		$2.77M Buy
71,188
+6,544
+10% +$247K 0.08% 172
2024
Q1 		$2.52M Sell
64,644
-87,268
-57% -$3.19M 0.08% 175
2023
Q4 		$5.61M Sell
151,912
-21,604
-12% -$678K 0.19% 115
2023
Q3 		$4.96M Sell
173,516
-1,485
-0.8% -$45.7K 0.18% 115
2023
Q2 		$5.31M Buy
175,001
+14,342
+9% +$445K 0.19% 114
2023
Q1 		$5.48M Buy
160,659
+20,076
+14% +$876K 0.21% 115
2022
Q4 		$6.05M Buy
140,583
+8,418
+6% +$369K 0.25% 104
2022
Q3 		$5.75M Buy
132,165
+23,507
+22% +$1.13M 0.26% 108
2022
Q2 		$5.15M Buy
108,658
+55,545
+105% +$2.74M 0.22% 117
2022
Q1 		$3.01M Buy
53,113
+9,970
+23% +$616K 0.11% 157
2021
Q4 		$2.53M Buy
43,143
+5,162
+14% +$315K 0.09% 171
2021
Q3 		$2.23M Buy
37,981
+4,519
+14% +$253K 0.09% 170
2021
Q2 		$1.86M Buy
33,462
+2,874
+9% +$169K 0.08% 179
2021
Q1 		$1.78M Sell
30,588
-1,192
-4% -$65.3K 0.08% 175
2020
Q4 		$1.52M Buy
31,780
+7,501
+31% +$340K 0.08% 176
2020
Q3 		$924K Buy
24,279
+7,078
+41% +$267K 0.05% 211
2020
Q2 		$646K Buy
17,201
+2,123
+14% +$76.5K 0.04% 216
2020
Q1 		$465K Buy
15,078
+1,022
+7% +$48.3K 0.04% 231
2019
Q4 		$792K Buy
14,056
+11,504
+451% +$623K 0.05% 222
2019
Q3 		$136K Sell
2,552
-6,277
-71% -$311K 0.01% 362
2019
Q2 		$434K Sell
8,829
-200
-2% -$9.8K 0.03% 272
2019
Q1 		$420K Sell
9,029
-75
-0.8% -$3.66K 0.03% 284
2018
Q4 		$394K Hold
9,104
– – 0.03% 260
2018
Q3 		$442K Sell
9,104
-25
-0.3% -$1.28K 0.03% 275
2018
Q2 		$460K Buy
9,129
+4,519
+98% +$240K 0.04% 254
2018
Q1 		$240K Sell
4,610
-735
-14% -$39.6K 0.02% 316
2017
Q4 		$266K Buy
5,345
+68
+1% +$3.28K 0.02% 317
2017
Q3 		$248K Sell
5,277
-52
-1% -$2.39K 0.02% 333
2017
Q2 		$242K Sell
5,329
-40
-0.7% -$1.74K 0.02% 319
2017
Q1 		$240K Sell
5,369
-900
-14% -$42K 0.02% 318
2016
Q4 		$295K Buy
+6,269
New +$267K 0.04% 242
2016
Q2 		$107K Sell
3,000
-2,500
-45% -$87.4K 0.01% 354
2016
Q1 		$183K Sell
5,500
-500
-8% -$16.6K 0.02% 296
2015
Q4 		$227K Sell
6,000
-4,125
-41% -$155K 0.03% 262
2015
Q3 		$377K Sell
10,125
-4,123
-29% -$159K 0.08% 211
2015
Q2 		$562K Buy
14,248
+6,653
+88% +$263K 0.13% 166
2015
Q1 		$296K Sell
7,595
-1,650
-18% -$62.2K 0.05% 234
2014
Q4 		$360K Sell
9,245
-880
-9% -$33.1K 0.12% 162
2014
Q3 		$377K Sell
10,125
-4,123
-29% -$156K 0.07% 209
2014
Q2 		$562K Buy
14,248
+500
+4% +$19.2K 0.22% 102
2014
Q1 		$552K Sell
13,748
-1,575
-10% -$60.3K 0.32% 88
2013
Q4 		$572K Buy
+15,323
New +$530K 0.53% 46

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's TFC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Truist Financial (TFC) stake by 1.2% in Q2 2026, selling an estimated $34K and leaving 55,545 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #176.

MassMutual Private Wealth & Trust first reported a position in TFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.05M in Q4 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 55,545 shares of Truist Financial worth $2.77M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 691 Truist Financial shares in Q2 2026, an estimated $34K.
  • Truist Financial made up 0.07% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #176 holding.
  • MassMutual Private Wealth & Trust first reported a position in Truist Financial in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Truist Financial position peaked at $6.05M in Q4 2022.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.