MUFG Securities Americas’s Truist Financial TFC Stock Holding History

MUFG Securities Americas’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	$1.75M	Buy	37,964 +520	+1%	+$25.7K	0.11%	176
2025 Q4	$1.84M	Sell	37,444 -196	-0.5%	-$9.03K	0.11%	158
2025 Q3	$1.72M	Buy	37,640 +6,242	+20%	+$281K	0.11%	162
2025 Q2	$1.35M	Buy	31,398 +5,416	+21%	+$212K	0.12%	169
2025 Q1	$1.07M	Buy	25,982 +3,989	+18%	+$178K	0.12%	159
2024 Q4	$954K	Buy	+21,993	New	+$981K	0.12%	155

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MUFG Securities Americas's TFC Position: Q1 2026 in Review

MUFG Securities Americas increased its Truist Financial (TFC) stake by 1.4% in Q1 2026, buying an estimated $25.7K and bringing the position to 37,964 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #176.

MUFG Securities Americas first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

MUFG Securities Americas held 37,964 shares of Truist Financial worth $1.75M as of Q1 2026.
MUFG Securities Americas bought 520 Truist Financial shares in Q1 2026, an estimated $25.7K.
Truist Financial made up 0.11% of MUFG Securities Americas's portfolio in Q1 2026, its #176 holding.
MUFG Securities Americas first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
MUFG Securities Americas's Truist Financial position peaked at $1.84M in Q4 2025.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.