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 Q3	$972K	Sell	21,000 -16,304	-44%	-$828K	0.17%	62
2026 Q2	$1.86M	Buy	37,304 +993	+3%	+$48.8K	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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mindset Wealth Management's TFC Position: Q3 2026 in Review

Mindset Wealth Management reduced its Truist Financial (TFC) stake by 44% in Q3 2026, selling an estimated $828K and leaving 21,000 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #62.

Mindset Wealth Management first reported a position in TFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q2 2026. 324 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Mindset Wealth Management held 21,000 shares of Truist Financial worth $972K as of Q3 2026.
Mindset Wealth Management sold 16,304 Truist Financial shares in Q3 2026, an estimated $828K.
Truist Financial made up 0.17% of Mindset Wealth Management's portfolio in Q3 2026, its #62 holding.
Mindset Wealth Management first reported a position in Truist Financial in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Truist Financial position peaked at $1.86M in Q2 2026.
324 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.