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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
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% +$9.96K 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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Monument Capital Management's TFC Position: Q2 2026 in Review

Monument Capital Management increased its Truist Financial (TFC) stake by 2.7% in Q2 2026, buying an estimated $29.8K and bringing the position to 22,908 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #105.

Monument Capital Management first reported a position in TFC in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.39M in Q4 2021. 738 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Monument Capital Management held 22,908 shares of Truist Financial worth $1.14M as of Q2 2026.
  • Monument Capital Management bought 605 Truist Financial shares in Q2 2026, an estimated $29.8K.
  • Truist Financial made up 0.23% of Monument Capital Management's portfolio in Q2 2026, its #105 holding.
  • Monument Capital Management first reported a position in Truist Financial in Q1 2018 and has held it in 23 quarters since.
  • Monument Capital Management's Truist Financial position peaked at $2.39M in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.