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McDonald Partners’s Truist Financial TFC Stock Holding History

McDonald Partners’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 		$28.1K Buy
+565
New +$27.8K 0.01% 374
2022
Q2 		– Sell
-3,894
Closed -$221K – 310
2022
Q1 		$221K Buy
3,894
+3,848
+8,365% +$238K 0.05% 286
2021
Q4 		$2.69K Buy
+46
New +$2.81K ﹤0.01% 306

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

McDonald Partners's TFC Position: Q2 2026 in Review

McDonald Partners opened a new position in Truist Financial (TFC) in Q2 2026: 565 shares worth $28.1K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: McDonald Partners previously reported a position in TFC as recently as Q1 2022.

McDonald Partners first reported a position in TFC in Q4 2021 and has held it in 3 quarters since. The position peaked at $221K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • McDonald Partners held 565 shares of Truist Financial worth $28.1K as of Q2 2026.
  • Truist Financial was a new McDonald Partners position in Q2 2026.
  • Truist Financial made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #374 holding.
  • McDonald Partners first reported a position in Truist Financial in Q4 2021 and has held it in 3 quarters since.
  • McDonald Partners's Truist Financial position peaked at $221K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.