MBL Wealth’s Truist Financial TFC Stock Holding History

MBL Wealth’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	$768K	Buy	16,706 +953	+6%	+$47.1K	0.06%	143
2025 Q4	$775K	Buy	15,753 +4,947	+46%	+$228K	0.06%	145
2025 Q3	$494K	Buy	10,806 +510	+5%	+$23K	0.04%	154
2025 Q2	$443K	Sell	10,296 -585	-5%	-$22.9K	0.04%	156
2025 Q1	$448K	Buy	10,881 +3,141	+41%	+$140K	0.05%	143
2024 Q4	$336K	Buy	7,740 +483	+7%	+$21.6K	0.03%	164
2024 Q3	$310K	Sell	7,257 -110	-1%	-$4.65K	0.03%	163
2024 Q2	$286K	Sell	7,367 -10,877	-60%	-$411K	0.03%	166
2024 Q1	$711K	Sell	18,244 -13,818	-43%	-$505K	0.08%	106
2023 Q4	$1.18M	Buy	32,062 +220	+0.7%	+$6.91K	0.15%	72
2023 Q3	$911K	Sell	31,842 -2,004	-6%	-$61.6K	0.13%	75
2023 Q2	$1.03M	Buy	33,846 +4,074	+14%	+$127K	0.15%	70
2023 Q1	$1.02M	Buy	+29,772	New	+$1.3M	0.16%	65
2022 Q2	–	Sell	-4,964	Closed	-$281K	–	174
2022 Q1	$281K	Buy	+4,964	New	+$307K	0.07%	137
2021 Q1	$453K	Buy	7,772 +431	+6%	+$23.6K	0.16%	94
2020 Q4	$352K	Buy	+7,341	New	+$332K	0.14%	91

Other funds holding TFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return