Mendel Money Management’s Truist Financial TFC Stock Holding History

Mendel Money Management’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 Q1	–	Sell	-5,224	Closed	-$227K	–	142
2024 Q4	$227K	Sell	5,224 -600	-10%	-$26.8K	0.1%	130
2024 Q3	$249K	Sell	5,824 -65	-1%	-$2.75K	0.11%	131
2024 Q2	$229K	Sell	5,889 -940	-14%	-$35.5K	0.11%	123
2024 Q1	$266K	Hold	6,829	–	–	0.12%	116
2023 Q4	$252K	Buy	+6,829	New	+$214K	0.12%	119
2023 Q3	–	Sell	-6,729	Closed	-$204K	–	127
2023 Q2	$204K	Hold	6,729	–	–	0.11%	124
2023 Q1	$229K	Buy	6,729 +35	+0.5%	+$1.53K	0.12%	121
2022 Q4	$288K	Buy	6,694 +22	+0.3%	+$965	0.16%	105
2022 Q3	$290K	Buy	6,672 +190	+3%	+$9.14K	0.18%	95
2022 Q2	$307K	Sell	6,482 -145	-2%	-$7.15K	0.18%	94
2022 Q1	$376K	Buy	+6,627	New	+$409K	0.18%	97

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendel Money Management's TFC Position: Q1 2025 in Review

Mendel Money Management sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 5,224 shares — an estimated $227K sold.

Mendel Money Management first reported a position in TFC in Q1 2022 and held it in 11 quarters. The position peaked at $376K in Q1 2022. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Mendel Money Management reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Mendel Money Management sold 5,224 Truist Financial shares in Q1 2025, an estimated $227K.
Mendel Money Management first reported a position in Truist Financial in Q1 2022 and held it in 11 quarters.
Mendel Money Management's Truist Financial position peaked at $376K in Q1 2022.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Mendel Money Management's 13F filing for Q1 2025, filed 6 May 2025.