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Meadowbrook Advisors Group’s Truist Financial TFC Stock Holding History

Meadowbrook Advisors Group’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 		$651K Sell
13,064
-9,525
-42% -$469K 0.35% 78
2026
Q1 		$1.04M Sell
22,589
-2,293
-9% -$113K 0.62% 54
2025
Q4 		$1.22M Buy
+24,882
New +$1.15M 0.69% 50

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

Meadowbrook Advisors Group's TFC Position: Q2 2026 in Review

Meadowbrook Advisors Group reduced its Truist Financial (TFC) stake by 42% in Q2 2026, selling an estimated $469K and leaving 13,064 shares worth $651K. The position accounts for 0.35% of the portfolio, ranked #78.

Meadowbrook Advisors Group first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Meadowbrook Advisors Group held 13,064 shares of Truist Financial worth $651K as of Q2 2026.
  • Meadowbrook Advisors Group sold 9,525 Truist Financial shares in Q2 2026, an estimated $469K.
  • Truist Financial made up 0.35% of Meadowbrook Advisors Group's portfolio in Q2 2026, its #78 holding.
  • Meadowbrook Advisors Group first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Meadowbrook Advisors Group's Truist Financial position peaked at $1.22M in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Meadowbrook Advisors Group's 13F filing for Q2 2026, filed 7 Aug 2026.