Mather Group
TFC icon

Mather Group’s Truist Financial TFC Stock Holding History

Mather Group’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
Q3 		$761K Buy
16,435
+268
+2% +$13.6K 0.01% 440
2026
Q2 		$805K Buy
16,167
+115
+0.7% +$5.66K 0.01% 424
2026
Q1 		$738K Sell
16,052
-486
-3% -$24K 0.01% 395
2025
Q4 		$814K Buy
16,538
+289
+2% +$13.3K 0.01% 317
2025
Q3 		$743K Buy
16,249
+9,944
+158% +$448K 0.01% 327
2025
Q2 		$271K Sell
6,305
-147
-2% -$5.75K ﹤0.01% 523
2025
Q1 		$266K Buy
6,452
+981
+18% +$43.7K ﹤0.01% 513
2024
Q4 		$237K Buy
5,471
+46
+0.8% +$2.05K ﹤0.01% 518
2024
Q3 		$232K Sell
5,425
-2,983
-35% -$126K ﹤0.01% 526
2024
Q2 		$328K Buy
8,408
+4,840
+136% +$183K ﹤0.01% 507
2024
Q1 		$132K Buy
+3,568
New +$131K ﹤0.01% 629

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Mather Group's TFC Position: Q3 2026 in Review

Mather Group increased its Truist Financial (TFC) stake by 1.7% in Q3 2026, buying an estimated $13.6K and bringing the position to 16,435 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #440.

Mather Group first reported a position in TFC in Q1 2024 and has held it in 11 quarters since. The position peaked at $814K in Q4 2025. 406 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Mather Group held 16,435 shares of Truist Financial worth $761K as of Q3 2026.
  • Mather Group bought 268 Truist Financial shares in Q3 2026, an estimated $13.6K.
  • Truist Financial made up 0.01% of Mather Group's portfolio in Q3 2026, its #440 holding.
  • Mather Group first reported a position in Truist Financial in Q1 2024 and has held it in 11 quarters since.
  • Mather Group's Truist Financial position peaked at $814K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.