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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
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

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

Mather Group's TFC Position: Q1 2026 in Review

Mather Group reduced its Truist Financial (TFC) stake by 2.9% in Q1 2026, selling an estimated $24K and leaving 16,052 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #395.

Mather Group first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $814K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Mather Group held 16,052 shares of Truist Financial worth $738K as of Q1 2026.
  • Mather Group sold 486 Truist Financial shares in Q1 2026, an estimated $24K.
  • Truist Financial made up 0.01% of Mather Group's portfolio in Q1 2026, its #395 holding.
  • Mather Group first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Truist Financial position peaked at $814K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.