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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
Q2 		$828K Sell
16,625
-81
-0.5% -$3.98K 0.06% 155
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 0.14% 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
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

MBL Wealth's TFC Position: Q2 2026 in Review

MBL Wealth reduced its Truist Financial (TFC) stake by 0.48% in Q2 2026, selling an estimated $3.98K and leaving 16,625 shares worth $828K. The position accounts for 0.06% of the portfolio, ranked #155.

MBL Wealth first reported a position in TFC in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2023. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • MBL Wealth held 16,625 shares of Truist Financial worth $828K as of Q2 2026.
  • MBL Wealth sold 81 Truist Financial shares in Q2 2026, an estimated $3.98K.
  • Truist Financial made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #155 holding.
  • MBL Wealth first reported a position in Truist Financial in Q4 2020 and has held it in 17 quarters since.
  • MBL Wealth's Truist Financial position peaked at $1.18M in Q4 2023.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.