MAG
TFC icon

Mayfair Advisory Group’s Truist Financial TFC Stock Holding History

Mayfair Advisory 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 		$712K Hold
15,497
– – 0.25% 70
2025
Q4 		$771K Hold
15,497
– – 0.3% 61
2025
Q3 		$709K Sell
15,497
-100
-0.6% -$4.51K 0.3% 63
2025
Q2 		$672K Sell
15,597
-2,000
-11% -$78.3K 0.32% 64
2025
Q1 		$724K Hold
17,597
– – 0.42% 48
2024
Q4 		$763K Buy
17,597
+2,000
+13% +$89.3K 0.45% 43
2024
Q3 		$661K Sell
15,597
-195
-1% -$8.23K 0.42% 43
2024
Q2 		$640K Sell
15,792
-650
-4% -$24.6K 0.43% 44
2024
Q1 		$641K Buy
16,442
+1,895
+13% +$69.3K 0.47% 43
2023
Q4 		$546K Hold
14,547
– – 0.46% 44
2023
Q3 		$426K Sell
14,547
-100
-0.7% -$3.08K 0.41% 54
2023
Q2 		$467K Buy
14,647
+238
+2% +$7.39K 0.47% 49
2023
Q1 		$479K Buy
14,409
+750
+5% +$32.7K 0.52% 46
2022
Q4 		$626K Hold
13,659
– – 0.8% 33
2022
Q3 		$611K Sell
13,659
-398
-3% -$19.1K 0.86% 30
2022
Q2 		$709K Sell
14,057
-200
-1% -$9.86K 0.93% 27
2022
Q1 		$789K Buy
14,257
+398
+3% +$24.6K 1.01% 22
2021
Q4 		$855K Hold
13,859
– – 1.13% 20
2021
Q3 		$832K Buy
13,859
+8,200
+145% +$458K 1.28% 19
2021
Q2 		$314K Buy
5,659
+62
+1% +$3.64K 0.5% 51
2021
Q1 		$331K Hold
5,597
– – 0.59% 43
2020
Q4 		$268K Hold
5,597
– – 0.52% 53
2020
Q3 		$213K Hold
5,597
– – 0.55% 58
2020
Q2 		$210K Buy
+5,597
New +$202K 0.68% 44

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

Mayfair Advisory Group's TFC Position: Q1 2026 in Review

Mayfair Advisory Group held its Truist Financial (TFC) position steady in Q1 2026 at 15,497 shares worth $712K. The position accounts for 0.25% of the portfolio, ranked #70.

Mayfair Advisory Group first reported a position in TFC in Q2 2020 and has held it in 24 quarters since. The position peaked at $855K in Q4 2021. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Mayfair Advisory Group held 15,497 shares of Truist Financial worth $712K as of Q1 2026.
  • Mayfair Advisory Group left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.25% of Mayfair Advisory Group's portfolio in Q1 2026, its #70 holding.
  • Mayfair Advisory Group first reported a position in Truist Financial in Q2 2020 and has held it in 24 quarters since.
  • Mayfair Advisory Group's Truist Financial position peaked at $855K in Q4 2021.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.