MME
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Meag Munich Ergo’s Truist Financial TFC Stock Holding History

Meag Munich Ergo’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
2025
Q2 		$174K Sell
4,048
-99,680
-96% -$3.9M ﹤0.01% 175
2025
Q1 		$4.27M Buy
103,728
+99,680
+2,462% +$4.44M 0.13% 93
2024
Q4 		$176K Hold
4,048
– – 0.01% 173
2024
Q3 		$173K Hold
4,048
– – 0.01% 171
2024
Q2 		$157K Sell
4,048
-36,634
-90% -$1.38M 0.01% 155
2024
Q1 		$1.59M Buy
40,682
+37,801
+1,312% +$1.38M 0.06% 119
2023
Q4 		$106K Sell
2,881
-13,824
-83% -$434K ﹤0.01% 155
2023
Q3 		$478K Hold
16,705
– – 0.02% 128
2023
Q2 		$507K Hold
16,705
– – 0.02% 130
2023
Q1 		$570K Buy
16,705
+3,646
+28% +$159K 0.03% 142
2022
Q4 		$562K Hold
13,059
– – 0.03% 179
2022
Q3 		$569K Buy
+13,059
New +$628K 0.03% 168
2022
Q2 		– Sell
-386,448
Closed -$22.2M – 233
2022
Q1 		$22.2M Hold
386,448
– – 1.6% 27
2021
Q4 		$22.7M Buy
+386,448
New +$23.6M 1.61% 25
2021
Q3 		– Sell
-53,079
Closed -$2.95M – 312
2021
Q2 		$2.95M Buy
53,079
+3,049
+6% +$179K 0.28% 95
2021
Q1 		$2.92M Buy
+50,030
New +$2.74M 0.29% 92
2020
Q2 		– Sell
-9,857
Closed -$304K – 231
2020
Q1 		$304K Sell
9,857
-21,034
-68% -$995K 0.07% 148
2019
Q4 		$1.74M Sell
30,891
-28,510
-48% -$1.54M 0.19% 130
2019
Q3 		$3.16M Buy
59,401
+20,565
+53% +$1.02M 0.16% 144
2019
Q2 		$1.87M Buy
38,836
+685
+2% +$33.6K 0.15% 159
2019
Q1 		$1.77M Buy
38,151
+4,544
+14% +$222K 0.15% 169
2018
Q4 		$1.45M Buy
33,607
+25,007
+291% +$1.2M 0.18% 146
2018
Q3 		$418K Sell
8,600
-95,835
-92% -$4.92M 0.02% 355
2018
Q2 		$5.33M Sell
104,435
-81,109
-44% -$4.31M 0.33% 96
2018
Q1 		$9.52M Buy
185,544
+146,844
+379% +$7.91M 0.39% 73
2017
Q4 		$1.95M Buy
+38,700
New +$1.87M 0.08% 281

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meag Munich Ergo's TFC Position: Q2 2025 in Review

Meag Munich Ergo reduced its Truist Financial (TFC) stake by 96% in Q2 2025, selling an estimated $3.9M and leaving 4,048 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Meag Munich Ergo first reported a position in TFC in Q4 2017 and has held it in 26 quarters since. The position peaked at $22.7M in Q4 2021. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Meag Munich Ergo held 4,048 shares of Truist Financial worth $174K as of Q2 2025.
  • Meag Munich Ergo sold 99,680 Truist Financial shares in Q2 2025, an estimated $3.9M.
  • Truist Financial made up ﹤0.01% of Meag Munich Ergo's portfolio in Q2 2025, its #175 holding.
  • Meag Munich Ergo first reported a position in Truist Financial in Q4 2017 and has held it in 26 quarters since.
  • Meag Munich Ergo's Truist Financial position peaked at $22.7M in Q4 2021.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.