MHR
TFC icon

Matthew Hamilton Rosenberg’s Truist Financial TFC Stock Holding History

Matthew Hamilton Rosenberg’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 		$22.2K Sell
480
-188
-28% -$9.55K ﹤0.01% 552
2026
Q2 		$33.3K Hold
668
– – 0.01% 487
2026
Q1 		$30.7K Hold
668
– – 0.01% 489
2025
Q4 		$32.9K Hold
668
– – 0.01% 480
2025
Q3 		$30.5K Hold
668
– – 0.01% 483
2025
Q2 		$28.7K Hold
668
– – 0.01% 511
2025
Q1 		$27.5K Buy
668
+130
+24% +$5.79K 0.01% 497
2024
Q4 		$23.3K Hold
538
– – 0.01% 521
2024
Q3 		$23K Hold
538
– – 0.01% 533
2024
Q2 		$21.1K Sell
538
-204
-27% -$7.71K 0.01% 522
2024
Q1 		$28.5K Sell
742
-1
-0.1% -$37 0.01% 501
2023
Q4 		$27.4K Sell
743
-222
-23% -$6.97K 0.01% 503
2023
Q3 		$27.6K Sell
965
-16
-2% -$492 0.01% 489
2023
Q2 		$29.8K Buy
981
+4
+0.4% +$124 0.01% 499
2023
Q1 		$33.3K Buy
977
+2
+0.2% +$87 0.01% 531
2022
Q4 		$41.9K Buy
975
+2
+0.2% +$88 0.01% 504
2022
Q3 		$42K Buy
973
+21
+2% +$1.01K 0.02% 482
2022
Q2 		$46K Buy
952
+352
+59% +$17.4K 0.02% 480
2022
Q1 		$34K Buy
600
+1
+0.2% +$62 0.01% 510
2021
Q4 		$35K Buy
599
+2
+0.3% +$122 0.01% 468
2021
Q3 		$35K Buy
597
+1
+0.2% +$56 0.01% 447
2021
Q2 		$33K Buy
596
+243
+69% +$14.3K 0.02% 421
2021
Q1 		$21K Buy
353
+1
+0.3% +$55 0.01% 440
2020
Q4 		$17K Buy
352
+2
+0.6% +$91 0.01% 436
2020
Q3 		$13K Sell
350
-1,421
-80% -$53.5K 0.01% 431
2020
Q2 		$67K Buy
1,771
+2
+0.1% +$72 0.05% 262
2020
Q1 		$55K Buy
+1,769
New +$83.7K 0.05% 239

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Matthew Hamilton Rosenberg's TFC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Truist Financial (TFC) stake by 28% in Q3 2026, selling an estimated $9.55K and leaving 480 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Matthew Hamilton Rosenberg first reported a position in TFC in Q1 2020 and has held it in 27 quarters since. The position peaked at $67K in Q2 2020. 67 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Matthew Hamilton Rosenberg held 480 shares of Truist Financial worth $22.2K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 188 Truist Financial shares in Q3 2026, an estimated $9.55K.
  • Truist Financial made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #552 holding.
  • Matthew Hamilton Rosenberg first reported a position in Truist Financial in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Truist Financial position peaked at $67K in Q2 2020.
  • 67 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.