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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
Q2 		$1.86M Buy
37,304
+993
+3% +$48.9K 0.36% 29
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 $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

Mindset Wealth Management's TFC Position: Q2 2026 in Review

Mindset Wealth Management increased its Truist Financial (TFC) stake by 2.7% in Q2 2026, buying an estimated $48.9K and bringing the position to 37,304 shares worth $1.86M. The position accounts for 0.36% of the portfolio, ranked #29.

Mindset Wealth Management first reported a position in TFC in Q3 2024 and has held it in 8 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Mindset Wealth Management held 37,304 shares of Truist Financial worth $1.86M as of Q2 2026.
  • Mindset Wealth Management bought 993 Truist Financial shares in Q2 2026, an estimated $48.9K.
  • Truist Financial made up 0.36% of Mindset Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Mindset Wealth Management first reported a position in Truist Financial in Q3 2024 and has held it in 8 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.