MIM
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MTM Investment Management’s Truist Financial TFC Stock Holding History

MTM Investment 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 		$460K Buy
9,229
+14
+0.2% +$689 0.13% 140
2026
Q1 		$424K Buy
9,215
+13
+0.1% +$642 0.13% 144
2025
Q4 		$453K Sell
9,202
-94
-1% -$4.33K 0.14% 130
2025
Q3 		$425K Buy
9,296
+35
+0.4% +$1.58K 0.14% 138
2025
Q2 		$398K Buy
9,261
+16
+0.2% +$626 0.13% 142
2025
Q1 		$379K Buy
9,245
+15
+0.2% +$668 0.15% 142
2024
Q4 		$400K Buy
9,230
+14
+0.2% +$625 0.15% 138
2024
Q3 		$391K Buy
9,216
+16
+0.2% +$676 0.15% 134
2024
Q2 		$357K Buy
9,200
+18
+0.2% +$680 0.15% 133
2024
Q1 		$358K Sell
9,182
-2,729
-23% -$99.8K 0.15% 136
2023
Q4 		$440K Sell
11,911
-1,680
-12% -$52.7K 0.2% 112
2023
Q3 		$389K Sell
13,591
-3,049
-18% -$93.8K 0.2% 113
2023
Q2 		$505K Sell
16,640
-5,297
-24% -$165K 0.25% 97
2023
Q1 		$748K Sell
21,937
-4,189
-16% -$183K 0.38% 76
2022
Q4 		$1.12M Sell
26,126
-1,237
-5% -$54.3K 0.58% 52
2022
Q3 		$1.19M Buy
27,363
+12
+0% +$577 0.68% 42
2022
Q2 		$1.32M Buy
27,351
+10
+0% +$493 0.71% 40
2022
Q1 		$1.55M Sell
27,341
-22
-0.1% -$1.36K 0.75% 38
2021
Q4 		$1.6M Sell
27,363
-180
-0.7% -$11K 0.76% 36
2021
Q3 		$1.61M Buy
27,543
+10
+0% +$559 0.88% 33
2021
Q2 		$1.53M Buy
27,533
+1,009
+4% +$59.3K 0.8% 35
2021
Q1 		$1.55M Sell
26,524
-137
-0.5% -$7.51K 0.87% 32
2020
Q4 		$1.28M Buy
+26,661
New +$1.21M 0.79% 33

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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MTM Investment Management's TFC Position: Q2 2026 in Review

MTM Investment Management increased its Truist Financial (TFC) stake by 0.15% in Q2 2026, buying an estimated $689 and bringing the position to 9,229 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #140.

MTM Investment Management first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q3 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • MTM Investment Management held 9,229 shares of Truist Financial worth $460K as of Q2 2026.
  • MTM Investment Management bought 14 Truist Financial shares in Q2 2026, an estimated $689.
  • Truist Financial made up 0.13% of MTM Investment Management's portfolio in Q2 2026, its #140 holding.
  • MTM Investment Management first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Truist Financial position peaked at $1.61M in Q3 2021.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.