MFG
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Merit Financial Group’s Truist Financial TFC Stock Holding History

Merit Financial Group’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 		$4.93M Buy
98,933
+9,749
+11% +$480K 0.03% 442
2026
Q1 		$4.1M Buy
89,184
+6,422
+8% +$317K 0.03% 447
2025
Q4 		$4.07M Buy
82,762
+6,250
+8% +$288K 0.03% 409
2025
Q3 		$3.5M Buy
76,512
+3,733
+5% +$168K 0.03% 402
2025
Q2 		$3.13M Buy
72,779
+21,576
+42% +$844K 0.03% 387
2025
Q1 		$2.11M Buy
51,203
+12,202
+31% +$544K 0.03% 409
2024
Q4 		$1.69M Buy
39,001
+25,323
+185% +$1.13M 0.03% 388
2024
Q3 		$585K Sell
13,678
-15,577
-53% -$658K 0.01% 528
2024
Q2 		$1.14M Buy
29,255
+5,199
+22% +$196K 0.03% 376
2024
Q1 		$935K Buy
24,056
+9,150
+61% +$335K 0.02% 419
2023
Q4 		$550K Buy
14,906
+3,564
+31% +$112K 0.02% 463
2023
Q3 		$324K Buy
11,342
+257
+2% +$7.9K 0.01% 564
2023
Q2 		$336K Buy
11,085
+3,132
+39% +$97.3K 0.01% 568
2023
Q1 		$271K Sell
7,953
-3,257
-29% -$142K 0.01% 528
2022
Q4 		$482K Sell
11,210
-2,408
-18% -$106K 0.02% 430
2022
Q3 		$593K Buy
13,618
+7,330
+117% +$353K 0.03% 328
2022
Q2 		$298K Buy
6,288
+1,301
+26% +$64.2K 0.01% 453
2022
Q1 		$283K Buy
4,987
+1,250
+33% +$77.2K 0.02% 312
2021
Q4 		$219K Sell
3,737
-144
-4% -$8.8K 0.02% 257
2021
Q3 		$228K Sell
3,881
-4,503
-54% -$252K 0.02% 244
2021
Q2 		$465K Buy
8,384
+1,189
+17% +$69.8K 0.04% 165
2021
Q1 		$420K Buy
+7,195
New +$394K 0.04% 166
2020
Q1 		– Sell
-7,993
Closed -$450K – 247
2019
Q4 		$450K Buy
+7,993
New +$433K 0.04% 152
2018
Q3 		– Sell
-4,068
Closed -$205K – 121
2018
Q2 		$205K Sell
4,068
-1,773
-30% -$94.2K 0.04% 112
2018
Q1 		$303K Buy
+5,841
New +$315K 0.06% 85

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

Merit Financial Group's TFC Position: Q2 2026 in Review

Merit Financial Group increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $480K and bringing the position to 98,933 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #442.

Merit Financial Group first reported a position in TFC in Q1 2018 and has held it in 25 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Merit Financial Group held 98,933 shares of Truist Financial worth $4.93M as of Q2 2026.
  • Merit Financial Group bought 9,749 Truist Financial shares in Q2 2026, an estimated $480K.
  • Truist Financial made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #442 holding.
  • Merit Financial Group first reported a position in Truist Financial in Q1 2018 and has held it in 25 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.