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MW ADVISORY, LLC’s Truist Financial TFC Stock Holding History

MW ADVISORY, LLC’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 		$605K Buy
+12,135
New +$597K 0.24% 64

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

MW ADVISORY, LLC's TFC Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Truist Financial (TFC) in Q2 2026: 12,135 shares worth $605K. The stake represents 0.24% of the portfolio and ranks #64 among its holdings.

1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • MW ADVISORY, LLC held 12,135 shares of Truist Financial worth $605K as of Q2 2026.
  • Truist Financial was a new MW ADVISORY, LLC position in Q2 2026.
  • Truist Financial made up 0.24% of MW ADVISORY, LLC's portfolio in Q2 2026, its #64 holding.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.