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Mindset Wealth Management’s Truist Financial TFC Stock Holding History

Mindset Wealth 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
2026
Q1 		$1.67M Buy
36,311
+1,644
+5% +$81.2K 0.45% 25
2025
Q4 		$1.71M Buy
34,667
+201
+0.6% +$9.26K 0.45% 22
2025
Q3 		$1.58M Sell
34,466
-922
-3% -$41.6K 0.43% 24
2025
Q2 		$1.52M Buy
35,388
+565
+2% +$22.1K 0.5% 18
2025
Q1 		$1.43M Sell
34,823
-287
-0.8% -$12.8K 0.56% 16
2024
Q4 		$1.52M Sell
35,110
-1,736
-5% -$77.5K 0.56% 13
2024
Q3 		$1.58M Buy
+36,846
New +$1.56M 0.65% 11

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mindset Wealth Management's TFC Position: Q1 2026 in Review

Mindset Wealth Management increased its Truist Financial (TFC) stake by 4.7% in Q1 2026, buying an estimated $81.2K and bringing the position to 36,311 shares worth $1.67M. The position accounts for 0.45% of the portfolio, ranked #25.

Mindset Wealth Management first reported a position in TFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Mindset Wealth Management held 36,311 shares of Truist Financial worth $1.67M as of Q1 2026.
  • Mindset Wealth Management bought 1,644 Truist Financial shares in Q1 2026, an estimated $81.2K.
  • Truist Financial made up 0.45% of Mindset Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Mindset Wealth Management first reported a position in Truist Financial in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Truist Financial position peaked at $1.71M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.