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Meramec Financial Planners’s Truist Financial TFC Stock Holding History

Meramec Financial Planners’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 		$250K Buy
4,806
+535
+13% +$26.3K 0.09% 111
2026
Q1 		$217K Sell
4,271
-6
-0.1% -$296 0.09% 115
2025
Q4 		$239K Buy
+4,277
New +$197K 0.09% 115

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

Meramec Financial Planners's TFC Position: Q2 2026 in Review

Meramec Financial Planners increased its Truist Financial (TFC) stake by 13% in Q2 2026, buying an estimated $26.3K and bringing the position to 4,806 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #111.

Meramec Financial Planners 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.

  • Meramec Financial Planners held 4,806 shares of Truist Financial worth $250K as of Q2 2026.
  • Meramec Financial Planners bought 535 Truist Financial shares in Q2 2026, an estimated $26.3K.
  • Truist Financial made up 0.09% of Meramec Financial Planners's portfolio in Q2 2026, its #111 holding.
  • Meramec Financial Planners 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 Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.