Monument Capital Management
TFC icon

Monument Capital Management’s Truist Financial TFC Stock Holding History

Monument Capital 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 		$1.06M Buy
23,002
+94
+0.4% +$4.78K 0.22% 104
2026
Q2 		$1.14M Buy
22,908
+605
+3% +$29.8K 0.23% 105
2026
Q1 		$1.03M Buy
22,303
+19
+0.1% +$939 0.26% 98
2025
Q4 		$1.1M Buy
22,284
+4
+0% +$184 0.27% 92
2025
Q3 		$1.02M Hold
22,280
– – 0.25% 97
2025
Q2 		$958K Hold
22,280
– – 0.25% 93
2025
Q1 		$917K Hold
22,280
– – 0.28% 88
2024
Q4 		$967K Hold
22,280
– – 0.27% 80
2024
Q3 		$953K Sell
22,280
-24
-0.1% -$1.01K 0.26% 79
2024
Q2 		$867K Hold
22,304
– – 0.25% 83
2024
Q1 		$869K Buy
22,304
+7
+0% +$256 0.25% 91
2023
Q4 		$823K Sell
22,297
-960
-4% -$30.1K 0.26% 91
2023
Q3 		$665K Sell
23,257
-363
-2% -$11.2K 0.22% 90
2023
Q2 		$717K Buy
23,620
+27
+0.1% +$839 0.23% 83
2023
Q1 		$805K Sell
23,593
-416
-2% -$18.2K 0.27% 78
2022
Q4 		$1.03M Sell
24,009
-464
-2% -$20.4K 0.35% 75
2022
Q3 		$1.07M Sell
24,473
-1,176
-5% -$56.6K 0.4% 69
2022
Q2 		$1.22M Sell
25,649
-16,425
-39% -$810K 0.46% 62
2022
Q1 		$2.39M Buy
42,074
+1,235
+3% +$76.3K 0.77% 36
2021
Q4 		$2.39M Buy
40,839
+163
+0.4% +$10K 0.74% 42
2021
Q3 		$2.39M Sell
40,676
-871
-2% -$48.7K 0.81% 43
2021
Q2 		$2.31M Buy
+41,547
New +$2.44M 0.8% 51
2018
Q3 		– Sell
-780
Closed -$20K – 343
2018
Q2 		$20K Hold
780
– – 0.01% 110
2018
Q1 		$19K Buy
+780
New +$42K 0.01% 104

Other funds holding TFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Monument Capital Management's TFC Position: Q3 2026 in Review

Monument Capital Management increased its Truist Financial (TFC) stake by 0.41% in Q3 2026, buying an estimated $4.78K and bringing the position to 23,002 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #104.

Monument Capital Management first reported a position in TFC in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.39M in Q4 2021. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Monument Capital Management held 23,002 shares of Truist Financial worth $1.06M as of Q3 2026.
  • Monument Capital Management bought 94 Truist Financial shares in Q3 2026, an estimated $4.78K.
  • Truist Financial made up 0.22% of Monument Capital Management's portfolio in Q3 2026, its #104 holding.
  • Monument Capital Management first reported a position in Truist Financial in Q1 2018 and has held it in 24 quarters since.
  • Monument Capital Management's Truist Financial position peaked at $2.39M in Q4 2021.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.