Mosley Wealth Management
TFC icon

Mosley Wealth Management’s Truist Financial TFC Stock Holding History

Mosley Wealth 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 		$5.72K Buy
123
+27
+28% +$1.37K ﹤0.01% 417
2026
Q2 		$4.78K Buy
96
+6
+7% +$295 ﹤0.01% 432
2026
Q1 		$4.12K Buy
+90
New +$4.45K ﹤0.01% 351

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mosley Wealth Management's TFC Position: Q3 2026 in Review

Mosley Wealth Management increased its Truist Financial (TFC) stake by 28% in Q3 2026, buying an estimated $1.37K and bringing the position to 123 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Mosley Wealth Management first reported a position in TFC in Q1 2026 and has held it in 3 quarters since. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Mosley Wealth Management held 123 shares of Truist Financial worth $5.72K as of Q3 2026.
  • Mosley Wealth Management bought 27 Truist Financial shares in Q3 2026, an estimated $1.37K.
  • Truist Financial made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #417 holding.
  • Mosley Wealth Management first reported a position in Truist Financial in Q1 2026 and has held it in 3 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.