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Mutual Advisors’s Truist Financial TFC Stock Holding History

Mutual Advisors’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 		$1.93M Buy
38,668
+1,221
+3% +$60.1K 0.04% 429
2026
Q1 		$1.72M Sell
37,447
-2,504
-6% -$124K 0.04% 418
2025
Q4 		$1.97M Buy
39,951
+1,337
+3% +$61.6K 0.04% 369
2025
Q3 		$1.68M Sell
38,614
-6,842
-15% -$308K 0.04% 410
2025
Q2 		$2.08M Buy
45,456
+2,137
+5% +$83.6K 0.05% 307
2025
Q1 		$1.63M Buy
43,319
+6,836
+19% +$305K 0.05% 330
2024
Q4 		$1.64M Buy
36,483
+5,103
+16% +$228K 0.05% 324
2024
Q3 		$1.36M Sell
31,380
-1,730
-5% -$73.1K 0.04% 378
2024
Q2 		$1.47M Buy
33,110
+979
+3% +$37K 0.04% 346
2024
Q1 		$1.25M Buy
32,131
+1,924
+6% +$70.4K 0.04% 410
2023
Q4 		$1.12M Buy
30,207
+4,221
+16% +$133K 0.04% 425
2023
Q3 		$743K Sell
25,986
-3,299
-11% -$101K 0.03% 496
2023
Q2 		$889K Buy
29,285
+1,130
+4% +$35.1K 0.03% 465
2023
Q1 		$960K Buy
28,155
+6,992
+33% +$305K 0.04% 434
2022
Q4 		$911K Sell
21,163
-52
-0.2% -$2.28K 0.04% 430
2022
Q3 		$924K Buy
21,215
+416
+2% +$20K 0.05% 387
2022
Q2 		$986K Sell
20,799
-1,082
-5% -$53.4K 0.07% 340
2022
Q1 		$1.24M Buy
21,881
+437
+2% +$27K 0.07% 312
2021
Q4 		$1.26M Buy
21,444
+480
+2% +$29.3K 0.07% 330
2021
Q3 		$1.23M Buy
20,964
+2,889
+16% +$161K 0.07% 313
2021
Q2 		$1M Buy
18,075
+2,644
+17% +$155K 0.06% 353
2021
Q1 		$900K Sell
15,431
-12,453
-45% -$683K 0.06% 342
2020
Q4 		$1.34M Buy
27,884
+166
+0.6% +$7.51K 0.1% 245
2020
Q3 		$1.05M Sell
27,718
-52
-0.2% -$1.96K 0.09% 238
2020
Q2 		$1.04M Sell
27,770
-948
-3% -$34.1K 0.1% 216
2020
Q1 		$886K Buy
28,718
+929
+3% +$43.9K 0.12% 191
2019
Q4 		$1.56M Buy
+27,789
New +$1.5M 0.17% 148

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

Mutual Advisors's TFC Position: Q2 2026 in Review

Mutual Advisors increased its Truist Financial (TFC) stake by 3.3% in Q2 2026, buying an estimated $60.1K and bringing the position to 38,668 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #429.

Mutual Advisors first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.08M in Q2 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Mutual Advisors held 38,668 shares of Truist Financial worth $1.93M as of Q2 2026.
  • Mutual Advisors bought 1,221 Truist Financial shares in Q2 2026, an estimated $60.1K.
  • Truist Financial made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #429 holding.
  • Mutual Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Mutual Advisors's Truist Financial position peaked at $2.08M in Q2 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.