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Mount Yale Investment Advisors’s Truist Financial TFC Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$2.74M Buy
59,573
+28,736
+93% +$1.42M 0.06% 309
2025
Q4 		$1.52M Buy
30,837
+23,562
+324% +$1.09M 0.07% 237
2025
Q3 		$333K Buy
7,275
+4,144
+132% +$187K 0.02% 500
2025
Q2 		$135K Buy
+3,131
New +$123K 0.01% 608
2023
Q2 		– Sell
-6,273
Closed -$214K – 512
2023
Q1 		$214K Sell
6,273
-3,295
-34% -$144K 0.02% 449
2022
Q4 		$412K Buy
9,568
+275
+3% +$12.1K 0.05% 303
2022
Q3 		$405K Sell
9,293
-131
-1% -$6.3K 0.05% 300
2022
Q2 		$447K Sell
9,424
-548
-5% -$27K 0.06% 302
2022
Q1 		$565K Sell
9,972
-150
-1% -$9.27K 0.06% 286
2021
Q4 		$593K Buy
10,122
+118
+1% +$7.21K 0.06% 274
2021
Q3 		$587K Sell
10,004
-2,635
-21% -$147K 0.07% 258
2021
Q2 		$701K Buy
12,639
+122
+1% +$7.17K 0.08% 228
2021
Q1 		$730K Sell
12,517
-401
-3% -$22K 0.1% 222
2020
Q4 		$619K Sell
12,918
-12
-0.1% -$543 0.09% 229
2020
Q3 		$492K Buy
12,930
+3,387
+35% +$128K 0.07% 245
2020
Q2 		$358K Buy
+9,543
New +$344K 0.06% 251
2020
Q1 		– Sell
-8,548
Closed -$441K – 332
2019
Q4 		$441K Buy
+8,548
New +$463K 0.08% 227
2018
Q4 		– Sell
-2,077
Closed -$104K – 729
2018
Q3 		$104K Sell
2,077
-281
-12% -$14.4K 0.02% 430
2018
Q2 		$119K Sell
2,358
-625
-21% -$33.2K 0.02% 409
2018
Q1 		$155K Buy
+2,983
New +$161K 0.03% 330

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mount Yale Investment Advisors's TFC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Truist Financial (TFC) stake by 93% in Q1 2026, buying an estimated $1.42M and bringing the position to 59,573 shares worth $2.74M. The position accounts for 0.06% of the portfolio, ranked #309.

Mount Yale Investment Advisors first reported a position in TFC in Q1 2018 and has held it in 20 quarters since. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Mount Yale Investment Advisors held 59,573 shares of Truist Financial worth $2.74M as of Q1 2026.
  • Mount Yale Investment Advisors bought 28,736 Truist Financial shares in Q1 2026, an estimated $1.42M.
  • Truist Financial made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #309 holding.
  • Mount Yale Investment Advisors first reported a position in Truist Financial in Q1 2018 and has held it in 20 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.