Mosaic Family Wealth Partners’s Truist Financial TFC Stock Holding History

Mosaic Family Wealth Partners’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	$364K	Buy	+7,310	New	+$360K	0.02%	322

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

Mosaic Family Wealth Partners's TFC Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Truist Financial (TFC) in Q2 2026: 7,310 shares worth $364K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings.

1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Mosaic Family Wealth Partners held 7,310 shares of Truist Financial worth $364K as of Q2 2026.
Truist Financial was a new Mosaic Family Wealth Partners position in Q2 2026.
Truist Financial made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #322 holding.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.