McMillan Office’s Truist Financial TFC Stock Holding History

McMillan Office’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	$31.3K	Hold	629	–	–	﹤0.01%	323
2026 Q1	$28.9K	Hold	629	–	–	﹤0.01%	321
2025 Q4	$31K	Buy	+629	New	+$29K	﹤0.01%	309

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

McMillan Office's TFC Position: Q2 2026 in Review

McMillan Office held its Truist Financial (TFC) position steady in Q2 2026 at 629 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

McMillan Office first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

McMillan Office held 629 shares of Truist Financial worth $31.3K as of Q2 2026.
McMillan Office left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of McMillan Office's portfolio in Q2 2026, its #323 holding.
McMillan Office first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.