Monetary Management Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8K | Hold |
388
| – | – | ﹤0.01% | 309 |
|
|
2025
Q4 | $19.1K | Hold |
388
| – | – | ﹤0.01% | 302 |
|
|
2025
Q3 | $17.7K | Hold |
388
| – | – | ﹤0.01% | 309 |
|
|
2025
Q2 | $16.7K | Hold |
388
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $16K | Hold |
388
| – | – | ﹤0.01% | 310 |
|
|
2024
Q4 | $16.8K | Hold |
388
| – | – | ﹤0.01% | 311 |
|
|
2024
Q3 | $16.6K | Hold |
388
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $15.1K | Hold |
388
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $15.1K | Hold |
388
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $14.3K | Hold |
388
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $11.1K | Hold |
388
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $11.8K | Sell |
388
-1,261
| -76% | -$39.2K | ﹤0.01% | 323 |
|
|
2023
Q1 | $56.2K | Sell |
1,649
-181
| -10% | -$7.9K | 0.02% | 246 |
|
|
2022
Q4 | $78.7K | Hold |
1,830
| – | – | 0.02% | 237 |
|
|
2022
Q3 | $80K | Hold |
1,830
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $87K | Hold |
1,830
| – | – | 0.03% | 222 |
|
|
2022
Q1 | $104K | Hold |
1,830
| – | – | 0.03% | 219 |
|
|
2021
Q4 | $107K | Hold |
1,830
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $107K | Buy |
+1,830
| New | +$102K | 0.03% | 219 |
|
|
2021
Q2 | – | Sell |
-2,218
| Closed | -$129K | – | 319 |
|
|
2021
Q1 | $129K | Buy |
2,218
+388
| +21% | +$21.3K | 0.04% | 200 |
|
|
2020
Q4 | $88K | Hold |
1,830
| – | – | 0.03% | 203 |
|
|
2020
Q3 | $70K | Hold |
1,830
| – | – | 0.02% | 201 |
|
|
2020
Q2 | $69K | Sell |
1,830
-906
| -33% | -$32.6K | 0.03% | 195 |
|
|
2020
Q1 | $84K | Sell |
2,736
-5,180
| -65% | -$245K | 0.04% | 178 |
|
|
2019
Q4 | $446K | Buy |
+7,916
| New | +$429K | 0.16% | 121 |
|
|
2019
Q3 | – | Sell |
-4,650
| Closed | -$228K | – | 308 |
|
|
2019
Q2 | $228K | Sell |
4,650
-825
| -15% | -$40.4K | 0.09% | 150 |
|
|
2019
Q1 | $255K | Hold |
5,475
| – | – | 0.1% | 141 |
|
|
2018
Q4 | $237K | Sell |
5,475
-2,350
| -30% | -$113K | 0.11% | 135 |
|
|
2018
Q3 | $380K | Sell |
7,825
-350
| -4% | -$18K | 0.15% | 120 |
|
|
2018
Q2 | $412K | Hold |
8,175
| – | – | 0.17% | 115 |
|
|
2018
Q1 | $425K | Hold |
8,175
| – | – | 0.18% | 111 |
|
|
2017
Q4 | $406K | Hold |
8,175
| – | – | 0.16% | 111 |
|
|
2017
Q3 | $384K | Sell |
8,175
-2,800
| -26% | -$129K | 0.16% | 117 |
|
|
2017
Q2 | $498K | Sell |
10,975
-250
| -2% | -$10.9K | 0.2% | 100 |
|
|
2017
Q1 | $502K | Buy |
11,225
+300
| +3% | +$14K | 0.22% | 90 |
|
|
2016
Q4 | $514K | Buy |
+10,925
| New | +$465K | 0.24% | 88 |
|
Other funds holding TFC
VCM
VPM
Monetary Management Group's TFC Position: Q1 2026 in Review
Monetary Management Group held its Truist Financial (TFC) position steady in Q1 2026 at 388 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #309.
Monetary Management Group first reported a position in TFC in Q4 2016 and has held it in 36 quarters since. The position peaked at $514K in Q4 2016. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Monetary Management Group held 388 shares of Truist Financial worth $17.8K as of Q1 2026.
- Monetary Management Group left its Truist Financial share count unchanged in Q1 2026.
- Truist Financial made up ﹤0.01% of Monetary Management Group's portfolio in Q1 2026, its #309 holding.
- Monetary Management Group first reported a position in Truist Financial in Q4 2016 and has held it in 36 quarters since.
- Monetary Management Group's Truist Financial position peaked at $514K in Q4 2016.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.