Mercer Global Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.3M | Buy |
267,277
+38,821
| +17% | +$1.91M | 0.02% | 482 |
|
|
2026
Q1 | $10.5M | Buy |
228,456
+11,094
| +5% | +$548K | 0.02% | 484 |
|
|
2025
Q4 | $10.7M | Buy |
217,362
+29,595
| +16% | +$1.36M | 0.02% | 469 |
|
|
2025
Q3 | $8.58M | Sell |
187,767
-3,258
| -2% | -$147K | 0.01% | 502 |
|
|
2025
Q2 | $8.21M | Buy |
191,025
+8,717
| +5% | +$341K | 0.02% | 439 |
|
|
2025
Q1 | $7.5M | Buy |
182,308
+5,377
| +3% | +$240K | 0.02% | 438 |
|
|
2024
Q4 | $7.68M | Buy |
176,931
+11,336
| +7% | +$506K | 0.02% | 425 |
|
|
2024
Q3 | $6.91M | Sell |
165,595
-28,624
| -15% | -$1.21M | 0.02% | 416 |
|
|
2024
Q2 | $7.55M | Buy |
194,219
+17,968
| +10% | +$679K | 0.02% | 361 |
|
|
2024
Q1 | $6.87M | Sell |
176,251
-25,392
| -13% | -$929K | 0.02% | 387 |
|
|
2023
Q4 | $7.45M | Sell |
201,643
-7,474
| -4% | -$235K | 0.02% | 372 |
|
|
2023
Q3 | $5.98M | Sell |
209,117
-6,084
| -3% | -$187K | 0.02% | 385 |
|
|
2023
Q2 | $6.53M | Buy |
215,201
+9,595
| +5% | +$298K | 0.03% | 381 |
|
|
2023
Q1 | $6.81M | Buy |
205,606
+33,752
| +20% | +$1.47M | 0.03% | 357 |
|
|
2022
Q4 | $7.39M | Buy |
171,854
+17,811
| +12% | +$781K | 0.04% | 338 |
|
|
2022
Q3 | $6.71M | Buy |
154,043
+54,589
| +55% | +$2.63M | 0.04% | 309 |
|
|
2022
Q2 | $4.72M | Sell |
99,454
-4,810
| -5% | -$237K | 0.03% | 384 |
|
|
2022
Q1 | $5.91M | Buy |
104,264
+20,738
| +25% | +$1.28M | 0.03% | 341 |
|
|
2021
Q4 | $4.89M | Buy |
83,526
+11,277
| +16% | +$689K | 0.03% | 383 |
|
|
2021
Q3 | $4.24M | Buy |
72,249
+16,494
| +30% | +$922K | 0.03% | 393 |
|
|
2021
Q2 | $3.09M | Buy |
55,755
+15,285
| +38% | +$898K | 0.02% | 436 |
|
|
2021
Q1 | $2.36M | Buy |
40,470
+3,898
| +11% | +$214K | 0.02% | 474 |
|
|
2020
Q4 | $1.75M | Buy |
36,572
+957
| +3% | +$43.3K | 0.02% | 455 |
|
|
2020
Q3 | $1.35M | Sell |
35,615
-9,829
| -22% | -$370K | 0.02% | 482 |
|
|
2020
Q2 | $1.71M | Sell |
45,444
-3,959
| -8% | -$143K | 0.03% | 358 |
|
|
2020
Q1 | $1.52M | Sell |
49,403
-13,845
| -22% | -$655K | 0.03% | 371 |
|
|
2019
Q4 | $3.56M | Buy |
63,248
+29,768
| +89% | +$1.61M | 0.07% | 224 |
|
|
2019
Q3 | $1.79M | Buy |
33,480
+261
| +0.8% | +$12.9K | 0.04% | 323 |
|
|
2019
Q2 | $1.63M | Buy |
33,219
+1,675
| +5% | +$82K | 0.04% | 333 |
|
|
2019
Q1 | $1.47M | Buy |
+31,544
| New | +$1.54M | 0.05% | 308 |
|
Other funds holding TFC
Mercer Global Advisors's TFC Position: Q2 2026 in Review
Mercer Global Advisors increased its Truist Financial (TFC) stake by 17% in Q2 2026, buying an estimated $1.91M and bringing the position to 267,277 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #482.
Mercer Global Advisors first reported a position in TFC in Q1 2019 and has held it in 30 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Mercer Global Advisors held 267,277 shares of Truist Financial worth $13.3M as of Q2 2026.
- Mercer Global Advisors bought 38,821 Truist Financial shares in Q2 2026, an estimated $1.91M.
- Truist Financial made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #482 holding.
- Mercer Global Advisors first reported a position in Truist Financial in Q1 2019 and has held it in 30 quarters since.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.