Sage Mountain Advisors
TFC icon

Sage Mountain Advisors’s Truist Financial TFC Stock Holding History

Sage Mountain 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
Q3 		$225K Hold
4,861
– – 0.01% 200
2026
Q2 		$242K Buy
4,861
+282
+6% +$13.9K 0.01% 201
2026
Q1 		$210K Sell
4,579
-8,865
-66% -$438K 0.01% 198
2025
Q4 		$662K Buy
13,444
+1,272
+10% +$58.6K 0.04% 230
2025
Q3 		$556K Buy
12,172
+4,203
+53% +$189K 0.03% 250
2025
Q2 		$343K Sell
7,969
-1,246
-14% -$48.8K 0.02% 299
2025
Q1 		$379K Sell
9,215
-1,369
-13% -$61K 0.03% 267
2024
Q4 		$459K Buy
10,584
+473
+5% +$21.1K 0.03% 225
2024
Q3 		$432K Buy
10,111
+465
+5% +$19.6K 0.04% 222
2024
Q2 		$375K Buy
9,646
+1,547
+19% +$58.4K 0.03% 214
2024
Q1 		$316K Buy
8,099
+113
+1% +$4.13K 0.03% 228
2023
Q4 		$295K Buy
7,986
+26
+0.3% +$816 0.03% 207
2023
Q3 		$228K Buy
7,960
+236
+3% +$7.26K 0.03% 224
2023
Q2 		$234K Buy
7,724
+1,258
+19% +$39.1K 0.03% 220
2023
Q1 		$220K Sell
6,466
-520
-7% -$22.7K 0.04% 214
2022
Q4 		$301K Buy
6,986
+1,532
+28% +$67.2K 0.07% 107
2022
Q3 		$237K Sell
5,454
-530
-9% -$25.5K 0.06% 142
2022
Q2 		$284K Buy
5,984
+118
+2% +$5.82K 0.05% 350
2022
Q1 		$333K Sell
5,866
-932
-14% -$57.6K 0.05% 361
2021
Q4 		$398K Sell
6,798
-2,138
-24% -$131K 0.05% 366
2021
Q3 		$524K Buy
8,936
+2,104
+31% +$118K 0.08% 249
2021
Q2 		$379K Buy
6,832
+162
+2% +$9.5K 0.06% 278
2021
Q1 		$389K Buy
6,670
+841
+14% +$46.1K 0.08% 193
2020
Q4 		$279K Buy
+5,829
New +$264K 0.09% 139

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sage Mountain Advisors's TFC Position: Q3 2026 in Review

Sage Mountain Advisors held its Truist Financial (TFC) position steady in Q3 2026 at 4,861 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #200.

Sage Mountain Advisors first reported a position in TFC in Q4 2020 and has held it in 24 quarters since. The position peaked at $662K in Q4 2025. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Sage Mountain Advisors held 4,861 shares of Truist Financial worth $225K as of Q3 2026.
  • Sage Mountain Advisors left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #200 holding.
  • Sage Mountain Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 24 quarters since.
  • Sage Mountain Advisors's Truist Financial position peaked at $662K in Q4 2025.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.