MPIA
TFC icon

Mountain Pacific Investment Advisers’s Truist Financial TFC Stock Holding History

Mountain Pacific Investment Advisers’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 		$247K Hold
5,366
– – 0.04% 134
2025
Q4 		$264K Hold
5,366
– – 0.04% 135
2025
Q3 		$245K Hold
5,366
– – 0.04% 137
2025
Q2 		$231K Hold
5,366
– – 0.02% 136
2025
Q1 		$221K Hold
5,366
– – 0.02% 139
2024
Q4 		$233K Hold
5,366
– – 0.02% 133
2024
Q3 		$230K Hold
5,366
– – 0.02% 138
2024
Q2 		$208K Sell
5,366
-1,812
-25% -$68.4K 0.02% 138
2024
Q1 		$280K Hold
7,178
– – 0.02% 128
2023
Q4 		$265K Hold
7,178
– – 0.02% 124
2023
Q3 		$205K Sell
7,178
-1,405
-16% -$43.2K 0.01% 129
2023
Q2 		$260K Sell
8,583
-259
-3% -$8.04K 0.02% 125
2023
Q1 		$302K Hold
8,842
– – 0.02% 120
2022
Q4 		$380K Hold
8,842
– – 0.03% 111
2022
Q3 		$385K Hold
8,842
– – 0.03% 107
2022
Q2 		$419K Hold
8,842
– – 0.03% 106
2022
Q1 		$501K Sell
8,842
-209
-2% -$12.9K 0.03% 107
2021
Q4 		$530K Sell
9,051
-388
-4% -$23.7K 0.03% 106
2021
Q3 		$554K Sell
9,439
-179
-2% -$10K 0.03% 102
2021
Q2 		$534K Hold
9,618
– – 0.03% 102
2021
Q1 		$561K Sell
9,618
-647
-6% -$35.5K 0.04% 99
2020
Q4 		$492K Buy
10,265
+110
+1% +$4.98K 0.04% 100
2020
Q3 		$386K Sell
10,155
-1,630
-14% -$61.4K 0.03% 103
2020
Q2 		$443K Hold
11,785
– – 0.04% 92
2020
Q1 		$363K Buy
11,785
+400
+4% +$18.9K 0.04% 94
2019
Q4 		$641K Buy
+11,385
New +$616K 0.05% 87
2018
Q4 		– Sell
-3,129
Closed -$152K – 225
2018
Q3 		$152K Buy
+3,129
New +$161K 0.01% 128

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Mountain Pacific Investment Advisers's TFC Position: Q1 2026 in Review

Mountain Pacific Investment Advisers held its Truist Financial (TFC) position steady in Q1 2026 at 5,366 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #134.

Mountain Pacific Investment Advisers first reported a position in TFC in Q3 2018 and has held it in 27 quarters since. The position peaked at $641K in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Mountain Pacific Investment Advisers held 5,366 shares of Truist Financial worth $247K as of Q1 2026.
  • Mountain Pacific Investment Advisers left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.04% of Mountain Pacific Investment Advisers's portfolio in Q1 2026, its #134 holding.
  • Mountain Pacific Investment Advisers first reported a position in Truist Financial in Q3 2018 and has held it in 27 quarters since.
  • Mountain Pacific Investment Advisers's Truist Financial position peaked at $641K in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.