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Mayflower Financial Advisors’s Truist Financial TFC Stock Holding History

Mayflower Financial Advisors’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 		$214K Buy
+4,292
New +$211K 0.02% 467
2026
Q1 		– Sell
-4,277
Closed -$210K – 462
2025
Q4 		$210K Buy
+4,277
New +$197K 0.03% 395

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mayflower Financial Advisors's TFC Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 4,292 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in TFC as recently as Q4 2025.

Mayflower Financial Advisors first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Mayflower Financial Advisors held 4,292 shares of Truist Financial worth $214K as of Q2 2026.
  • Truist Financial was a new Mayflower Financial Advisors position in Q2 2026.
  • Truist Financial made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #467 holding.
  • Mayflower Financial Advisors first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.