MPWM Advisory Solutions’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$147K Buy
2,944
+2,797
+1,903% +$138K 0.07% 127
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

MPWM Advisory Solutions's TFC Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Truist Financial (TFC) stake by 1,903% in Q2 2026, buying an estimated $138K and bringing the position to 2,944 shares worth $147K. The position accounts for 0.07% of the portfolio, ranked #127.

MPWM Advisory Solutions first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • MPWM Advisory Solutions held 2,944 shares of Truist Financial worth $147K as of Q2 2026.
  • MPWM Advisory Solutions bought 2,797 Truist Financial shares in Q2 2026, an estimated $138K.
  • Truist Financial made up 0.07% of MPWM Advisory Solutions's portfolio in Q2 2026, its #127 holding.
  • MPWM Advisory Solutions first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.