Morton Brown Family Wealth’s Truist Financial TFC Stock Holding History

Morton Brown Family Wealth’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	$55K	Buy	1,104 +677	+159%	+$33.3K	0.01%	117
2026 Q1	$19.6K	Buy	427 +3	+0.7%	+$148	0.01%	156
2025 Q4	$20.9K	Buy	424 +3	+0.7%	+$138	0.01%	153
2025 Q3	$19.2K	Buy	421 +4	+1%	+$180	0.01%	142
2025 Q2	$17.9K	Buy	417 +4	+1%	+$157	0.01%	152
2025 Q1	$17K	Buy	413 +3	+0.7%	+$134	0.01%	158
2024 Q4	$17.8K	Buy	410 +3	+0.7%	+$134	0.01%	141
2024 Q3	$17.4K	Buy	407 +4	+1%	+$169	0.01%	140
2024 Q2	$17.1K	Buy	403 +4	+1%	+$151	0.01%	134
2024 Q1	$15.6K	Sell	399 -525	-57%	-$19.2K	0.01%	132
2023 Q4	$34.1K	Buy	924 +649	+236%	+$20.4K	0.01%	123
2023 Q3	$7.87K	Buy	275 +4	+1%	+$123	﹤0.01%	136
2023 Q2	$8.21K	Buy	271 +5	+2%	+$155	﹤0.01%	127
2023 Q1	$9.08K	Buy	266 +3	+1%	+$131	0.01%	134
2022 Q4	$11.3K	Sell	263 -93	-26%	-$4.08K	0.01%	110
2022 Q3	$16K	Buy	356 +13	+4%	+$625	0.01%	97
2022 Q2	$16K	Buy	343 +88	+35%	+$4.34K	0.01%	98
2022 Q1	$14K	Buy	255 +2	+0.8%	+$124	0.01%	103
2021 Q4	$15K	Buy	+253	New	+$15.5K	0.01%	112

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morton Brown Family Wealth's TFC Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Truist Financial (TFC) stake by 159% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,104 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #117.

Morton Brown Family Wealth first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Morton Brown Family Wealth held 1,104 shares of Truist Financial worth $55K as of Q2 2026.
Morton Brown Family Wealth bought 677 Truist Financial shares in Q2 2026, an estimated $33.3K.
Truist Financial made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #117 holding.
Morton Brown Family Wealth first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.