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Mowery & Schoenfeld Wealth Management’s Truist Financial TFC Stock Holding History

Mowery & Schoenfeld 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
Q2 		$11.2K Hold
226
– – 0.02% 233
2026
Q1 		$10.4K Sell
226
-431
-66% -$21.3K 0.02% 220
2025
Q4 		$32.3K Buy
657
+431
+191% +$19.9K 0.05% 168
2025
Q3 		$10.3K Hold
226
– – 0.02% 216
2025
Q2 		$9.7K Hold
226
– – 0.01% 217
2025
Q1 		$9.28K Sell
226
-28
-11% -$1.25K 0.02% 270
2024
Q4 		$11K Buy
+254
New +$11.3K 0.02% 219

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TFC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Truist Financial (TFC) position steady in Q2 2026 at 226 shares worth $11.2K. The position accounts for 0.02% of the portfolio, ranked #233.

Mowery & Schoenfeld Wealth Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.3K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 226 shares of Truist Financial worth $11.2K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Truist Financial position peaked at $32.3K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.