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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mather Group's TFC Position: Q2 2026 in Review

Mather Group increased its Truist Financial (TFC) stake by 0.72% in Q2 2026, buying an estimated $5.66K and bringing the position to 16,167 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #424.

Mather Group first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $814K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Mather Group held 16,167 shares of Truist Financial worth $805K as of Q2 2026.
  • Mather Group bought 115 Truist Financial shares in Q2 2026, an estimated $5.66K.
  • Truist Financial made up 0.01% of Mather Group's portfolio in Q2 2026, its #424 holding.
  • Mather Group first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • Mather Group's Truist Financial position peaked at $814K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.