MV 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
Q1 | $249K | Buy |
5,412
+456
| +9% | +$22.5K | 0.02% | 169 |
|
|
2025
Q4 | $244K | Buy |
4,956
+434
| +10% | +$20K | 0.02% | 170 |
|
|
2025
Q3 | $207K | Buy |
4,522
+610
| +16% | +$27.5K | 0.02% | 181 |
|
|
2025
Q2 | $168K | Buy |
3,912
+496
| +15% | +$19.4K | 0.02% | 195 |
|
|
2025
Q1 | $141K | Buy |
3,416
+137
| +4% | +$6.1K | 0.02% | 201 |
|
|
2024
Q4 | $142K | Sell |
3,279
-1
| -0% | -$45 | 0.02% | 192 |
|
|
2024
Q3 | $140K | Buy |
3,280
+27
| +0.8% | +$1.14K | 0.01% | 202 |
|
|
2024
Q2 | $126K | Buy |
3,253
+16
| +0.5% | +$604 | 0.01% | 202 |
|
|
2024
Q1 | $126K | Buy |
3,237
+13
| +0.4% | +$476 | 0.01% | 200 |
|
|
2023
Q4 | $119K | Sell |
3,224
-1,300
| -29% | -$40.8K | 0.02% | 200 |
|
|
2023
Q3 | $129K | Buy |
4,524
+205
| +5% | +$6.3K | 0.02% | 179 |
|
|
2023
Q2 | $131K | Buy |
4,319
+217
| +5% | +$6.74K | 0.02% | 185 |
|
|
2023
Q1 | $140K | Sell |
4,102
-72
| -2% | -$3.14K | 0.02% | 170 |
|
|
2022
Q4 | $180K | Sell |
4,174
-111
| -3% | -$4.87K | 0.03% | 135 |
|
|
2022
Q3 | $187K | Buy |
4,285
+101
| +2% | +$4.86K | 0.03% | 127 |
|
|
2022
Q2 | $198K | Sell |
4,184
-81
| -2% | -$4K | 0.03% | 128 |
|
|
2022
Q1 | $242K | Buy |
4,265
+90
| +2% | +$5.56K | 0.04% | 129 |
|
|
2021
Q4 | $244K | Buy |
4,175
+623
| +18% | +$38.1K | 0.04% | 123 |
|
|
2021
Q3 | $208K | Buy |
3,552
+238
| +7% | +$13.3K | 0.03% | 127 |
|
|
2021
Q2 | $184K | Buy |
3,314
+1,278
| +63% | +$75.1K | 0.03% | 129 |
|
|
2021
Q1 | $119K | Buy |
2,036
+36
| +2% | +$1.97K | 0.02% | 136 |
|
|
2020
Q4 | $96K | Hold |
2,000
| – | – | 0.02% | 136 |
|
|
2020
Q3 | $76K | Sell |
2,000
-181
| -8% | -$6.82K | 0.02% | 136 |
|
|
2020
Q2 | $82K | Sell |
2,181
-771
| -26% | -$27.8K | 0.02% | 132 |
|
|
2020
Q1 | $91K | Buy |
+2,952
| New | +$140K | 0.02% | 128 |
|
|
2019
Q3 | – | Sell |
-31
| Closed | -$2K | – | 401 |
|
|
2019
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $1K | Sell |
31
-19
| -38% | -$927 | ﹤0.01% | 346 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $2K | Buy |
+50
| New | +$2.57K | ﹤0.01% | 340 |
|
|
2015
Q1 | – | Sell |
-28
| Closed | -$1K | – | 513 |
|
|
2014
Q4 | $1K | Buy |
+28
| New | +$1.05K | ﹤0.01% | 533 |
|
Other funds holding TFC
VCM
VPM
MV Capital Management's TFC Position: Q1 2026 in Review
MV Capital Management increased its Truist Financial (TFC) stake by 9.2% in Q1 2026, buying an estimated $22.5K and bringing the position to 5,412 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #169.
MV Capital Management first reported a position in TFC in Q4 2014 and has held it in 30 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- MV Capital Management held 5,412 shares of Truist Financial worth $249K as of Q1 2026.
- MV Capital Management bought 456 Truist Financial shares in Q1 2026, an estimated $22.5K.
- Truist Financial made up 0.02% of MV Capital Management's portfolio in Q1 2026, its #169 holding.
- MV Capital Management first reported a position in Truist Financial in Q4 2014 and has held it in 30 quarters since.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.