MFT
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Moisand Fitzgerald Tamayo’s Truist Financial TFC Stock Holding History

Moisand Fitzgerald Tamayo’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 		$591K Sell
11,871
-620
-5% -$30.5K 0.06% 74
2026
Q1 		$574K Sell
12,491
-1,505
-11% -$74.4K 0.06% 71
2025
Q4 		$689K Sell
13,996
-716
-5% -$33K 0.08% 67
2025
Q3 		$673K Hold
14,712
– – 0.08% 67
2025
Q2 		$632K Hold
14,712
– – 0.08% 66
2025
Q1 		$605K Sell
14,712
-1,093
-7% -$48.7K 0.08% 65
2024
Q4 		$686K Sell
15,805
-1,110
-7% -$49.5K 0.1% 61
2024
Q3 		$723K Hold
16,915
– – 0.1% 59
2024
Q2 		$657K Sell
16,915
-1,075
-6% -$40.6K 0.1% 60
2024
Q1 		$701K Sell
17,990
-1,259
-7% -$46.1K 0.11% 61
2023
Q4 		$711K Hold
19,249
– – 0.12% 60
2023
Q3 		$551K Sell
19,249
-45
-0.2% -$1.38K 0.12% 63
2023
Q2 		$586K Hold
19,294
– – 0.12% 63
2023
Q1 		$658K Sell
19,294
-2,690
-12% -$117K 0.14% 60
2022
Q4 		$946K Sell
21,984
-2,760
-11% -$121K 0.22% 49
2022
Q3 		$1.08M Buy
24,744
+45
+0.2% +$2.17K 0.3% 40
2022
Q2 		$1.17M Buy
+24,699
New +$1.22M 0.32% 39
2020
Q2 		– Sell
-76
Closed -$2K – 335
2020
Q1 		$2K Hold
76
– – ﹤0.01% 233
2019
Q4 		$4K Buy
+76
New +$4.12K ﹤0.01% 233

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Moisand Fitzgerald Tamayo's TFC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Truist Financial (TFC) stake by 5% in Q2 2026, selling an estimated $30.5K and leaving 11,871 shares worth $591K. The position accounts for 0.06% of the portfolio, ranked #74.

Moisand Fitzgerald Tamayo first reported a position in TFC in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.17M in Q2 2022. 401 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 11,871 shares of Truist Financial worth $591K as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 620 Truist Financial shares in Q2 2026, an estimated $30.5K.
  • Truist Financial made up 0.06% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #74 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Truist Financial in Q4 2019 and has held it in 19 quarters since.
  • Moisand Fitzgerald Tamayo's Truist Financial position peaked at $1.17M in Q2 2022.
  • 401 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.