Mutual of America Capital Management’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 | $6.4M | Sell |
128,407
-5,881
| -4% | -$289K | 0.06% | 350 |
|
|
2026
Q1 | $6.17M | Sell |
134,288
-3,080
| -2% | -$152K | 0.07% | 330 |
|
|
2025
Q4 | $6.76M | Sell |
137,368
-2,405
| -2% | -$111K | 0.07% | 317 |
|
|
2025
Q3 | $6.39M | Sell |
139,773
-10,412
| -7% | -$469K | 0.07% | 345 |
|
|
2025
Q2 | $6.46M | Sell |
150,185
-2,852
| -2% | -$112K | 0.07% | 322 |
|
|
2025
Q1 | $6.3M | Sell |
153,037
-6,001
| -4% | -$267K | 0.07% | 313 |
|
|
2024
Q4 | $6.9M | Sell |
159,038
-5,869
| -4% | -$262K | 0.07% | 308 |
|
|
2024
Q3 | $7.05M | Sell |
164,907
-3,836
| -2% | -$162K | 0.07% | 305 |
|
|
2024
Q2 | $6.56M | Sell |
168,743
-6,124
| -4% | -$231K | 0.07% | 314 |
|
|
2024
Q1 | $6.82M | Sell |
174,867
-3,574
| -2% | -$131K | 0.07% | 315 |
|
|
2023
Q4 | $6.59M | Sell |
178,441
-7,930
| -4% | -$249K | 0.08% | 294 |
|
|
2023
Q3 | $5.33M | Sell |
186,371
-5,198
| -3% | -$160K | 0.07% | 358 |
|
|
2023
Q2 | $5.81M | Buy |
191,569
+1,710
| +0.9% | +$53.1K | 0.07% | 374 |
|
|
2023
Q1 | $6.47M | Buy |
189,859
+326
| +0.2% | +$14.2K | 0.08% | 327 |
|
|
2022
Q4 | $8.16M | Buy |
189,533
+5,878
| +3% | +$258K | 0.1% | 221 |
|
|
2022
Q3 | $8M | Buy |
183,655
+2,117
| +1% | +$102K | 0.11% | 192 |
|
|
2022
Q2 | $8.61M | Buy |
181,538
+3,388
| +2% | +$167K | 0.11% | 193 |
|
|
2022
Q1 | $10.1M | Buy |
178,150
+1,892
| +1% | +$117K | 0.11% | 198 |
|
|
2021
Q4 | $10.3M | Buy |
176,258
+1,102
| +0.6% | +$67.3K | 0.1% | 215 |
|
|
2021
Q3 | $10.3M | Sell |
175,156
-428
| -0.2% | -$23.9K | 0.1% | 193 |
|
|
2021
Q2 | $9.74M | Buy |
175,584
+1,145
| +0.7% | +$67.3K | 0.1% | 220 |
|
|
2021
Q1 | $10.2M | Buy |
174,439
+2,842
| +2% | +$156K | 0.11% | 195 |
|
|
2020
Q4 | $8.22M | Sell |
171,597
-3,790
| -2% | -$172K | 0.09% | 244 |
|
|
2020
Q3 | $6.67M | Sell |
175,387
-9,971
| -5% | -$376K | 0.09% | 251 |
|
|
2020
Q2 | $6.96M | Buy |
185,358
+2,585
| +1% | +$93.1K | 0.1% | 220 |
|
|
2020
Q1 | $5.64M | Buy |
182,773
+2,784
| +2% | +$132K | 0.09% | 245 |
|
|
2019
Q4 | $10.1M | Buy |
179,989
+77,405
| +75% | +$4.19M | 0.13% | 146 |
|
|
2019
Q3 | $5.47M | Sell |
102,584
-37
| -0% | -$1.83K | 0.08% | 349 |
|
|
2019
Q2 | $5.04M | Buy |
102,621
+618
| +0.6% | +$30.3K | 0.07% | 395 |
|
|
2019
Q1 | $4.75M | Buy |
102,003
+1,173
| +1% | +$57.2K | 0.07% | 411 |
|
|
2018
Q4 | $4.37M | Buy |
100,830
+822
| +0.8% | +$39.5K | 0.07% | 396 |
|
|
2018
Q3 | $4.85M | Sell |
100,008
-385
| -0.4% | -$19.8K | 0.07% | 424 |
|
|
2018
Q2 | $5.06M | Buy |
100,393
+1,089
| +1% | +$57.9K | 0.08% | 383 |
|
|
2018
Q1 | $5.17M | Buy |
99,304
+980
| +1% | +$52.8K | 0.08% | 354 |
|
|
2017
Q4 | $4.89M | Sell |
98,324
-2,278
| -2% | -$110K | 0.07% | 388 |
|
|
2017
Q3 | $4.72M | Buy |
100,602
+1,904
| +2% | +$87.5K | 0.08% | 384 |
|
|
2017
Q2 | $4.48M | Sell |
98,698
-1,361
| -1% | -$59.1K | 0.08% | 399 |
|
|
2017
Q1 | $4.47M | Buy |
100,059
+1,719
| +2% | +$80.3K | 0.08% | 386 |
|
|
2016
Q4 | $4.62M | Buy |
98,340
+1,644
| +2% | +$69.9K | 0.09% | 334 |
|
|
2016
Q3 | $3.65M | Buy |
96,696
+1,211
| +1% | +$45.1K | 0.07% | 438 |
|
|
2016
Q2 | $3.4M | Buy |
95,485
+6,916
| +8% | +$242K | 0.07% | 421 |
|
|
2016
Q1 | $2.95M | Buy |
88,569
+1,543
| +2% | +$51.3K | 0.07% | 456 |
|
|
2015
Q4 | $3.29M | Buy |
87,026
+437
| +0.5% | +$16.4K | 0.07% | 390 |
|
|
2015
Q3 | $3.08M | Buy |
86,589
+6,512
| +8% | +$251K | 0.07% | 411 |
|
|
2015
Q2 | $3.23M | Buy |
80,077
+1,423
| +2% | +$56.3K | 0.07% | 421 |
|
|
2015
Q1 | $3.07M | Buy |
78,654
+543
| +0.7% | +$20.5K | 0.07% | 477 |
|
|
2014
Q4 | $3.04M | Buy |
78,111
+1,627
| +2% | +$61.2K | 0.07% | 459 |
|
|
2014
Q3 | $2.85M | Buy |
76,484
+730
| +1% | +$27.6K | 0.07% | 461 |
|
|
2014
Q2 | $2.99M | Buy |
75,754
+1,183
| +2% | +$45.4K | 0.07% | 456 |
|
|
2014
Q1 | $3M | Sell |
74,571
-1,016
| -1% | -$38.9K | 0.07% | 447 |
|
|
2013
Q4 | $2.82M | Buy |
75,587
+2,665
| +4% | +$92.1K | 0.07% | 478 |
|
|
2013
Q3 | $2.46M | Sell |
72,922
-37,688
| -34% | -$1.32M | 0.07% | 479 |
|
|
2013
Q2 | $3.75M | Buy |
+110,610
| New | +$3.53M | 0.11% | 224 |
|
Other funds holding TFC
Mutual of America Capital Management's TFC Position: Q2 2026 in Review
Mutual of America Capital Management reduced its Truist Financial (TFC) stake by 4.4% in Q2 2026, selling an estimated $289K and leaving 128,407 shares worth $6.4M. The position accounts for 0.06% of the portfolio, ranked #350.
Mutual of America Capital Management first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.3M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Mutual of America Capital Management held 128,407 shares of Truist Financial worth $6.4M as of Q2 2026.
- Mutual of America Capital Management sold 5,881 Truist Financial shares in Q2 2026, an estimated $289K.
- Truist Financial made up 0.06% of Mutual of America Capital Management's portfolio in Q2 2026, its #350 holding.
- Mutual of America Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
- Mutual of America Capital Management's Truist Financial position peaked at $10.3M in Q4 2021.
- 1,328 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.