Mechanics Financial Corp’s Truist Financial TFC Stock Holding History

Mechanics Financial Corp’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	–	Sell	-600	Closed	-$27.6K	–	300
2026 Q1	$27.6K	Hold	600	–	–	0.01%	191
2025 Q4	$29.5K	Sell	600 -775	-56%	-$35.7K	0.01%	192
2025 Q3	$62.9K	Hold	1,375	–	–	0.02%	164
2025 Q2	$59.1K	Hold	1,375	–	–	0.03%	168
2025 Q1	$56.6K	Hold	1,375	–	–	0.03%	171
2024 Q4	$59.6K	Sell	1,375 -120	-8%	-$5.36K	0.03%	160
2024 Q3	$63.9K	Hold	1,495	–	–	0.03%	154
2024 Q2	$58.1K	Sell	1,495 -705	-32%	-$26.6K	0.03%	157
2024 Q1	$85.8K	Sell	2,200 -2,145	-49%	-$78.5K	0.04%	140
2023 Q4	$160K	Buy	4,345 +300	+7%	+$9.42K	0.09%	113
2023 Q3	$116K	Hold	4,045	–	–	0.06%	125
2023 Q2	$123K	Buy	4,045 +550	+16%	+$17.1K	0.07%	127
2023 Q1	$119K	Hold	3,495	–	–	0.07%	131
2022 Q4	$150K	Hold	3,495	–	–	0.09%	121
2022 Q3	$152K	Buy	3,495 +1,160	+50%	+$55.8K	0.1%	115
2022 Q2	$111K	Buy	2,335 +960	+70%	+$47.3K	0.07%	132
2022 Q1	$78K	Hold	1,375	–	–	0.04%	142
2021 Q4	$81K	Buy	+1,375	New	+$84K	0.04%	141

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

Mechanics Financial Corp's TFC Position: Q2 2026 in Review

Mechanics Financial Corp sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 600 shares — an estimated $27.6K sold.

Mechanics Financial Corp first reported a position in TFC in Q4 2021 and held it in 18 quarters. The position peaked at $160K in Q4 2023. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Mechanics Financial Corp reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Mechanics Financial Corp sold 600 Truist Financial shares in Q2 2026, an estimated $27.6K.
Mechanics Financial Corp first reported a position in Truist Financial in Q4 2021 and held it in 18 quarters.
Mechanics Financial Corp's Truist Financial position peaked at $160K in Q4 2023.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.