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MPWM Advisory Solutions’s Truist Financial TFC Stock Holding History

MPWM Advisory Solutions’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 		$6.74K Buy
147
+2
+1% +$99 ﹤0.01% 375
2025
Q4 		$7.15K Buy
145
+121
+504% +$5.57K ﹤0.01% 351
2025
Q3 		$1.1K Hold
24
– – ﹤0.01% 480
2025
Q2 		$1.03K Sell
24
-387
-94% -$15.1K ﹤0.01% 487
2025
Q1 		$16.9K Hold
411
– – 0.01% 263
2024
Q4 		$17.8K Buy
+411
New +$18.3K 0.01% 261

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

MPWM Advisory Solutions's TFC Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Truist Financial (TFC) stake by 1.4% in Q1 2026, buying an estimated $99 and bringing the position to 147 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

MPWM Advisory Solutions first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.8K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • MPWM Advisory Solutions held 147 shares of Truist Financial worth $6.74K as of Q1 2026.
  • MPWM Advisory Solutions bought 2 Truist Financial shares in Q1 2026, an estimated $99.
  • Truist Financial made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #375 holding.
  • MPWM Advisory Solutions first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Truist Financial position peaked at $17.8K in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.