Mbl Wealth, LLC Truist Financial Corp Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Mbl Wealth, LLC holds 10,806 shares of TFC stock, worth $444,018. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,806

Previous 10,296 4.95%

Holding current value

$444,018

Previous $442,000 11.76%

% of portfolio

0.05%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$42.83 - $47.07 $21,843 - $24,005	510 Added 4.95%	10,806 $494,000
Q2 2025 Jul 22, 2025	SELL	$34.79 - $42.99 $20,352 - $25,149	-585 Reduced 5.38%	10,296 $442,000
Q1 2025 May 21, 2025	BUY	$39.48 - $48.15 $124,006 - $151,239	3,141 Added 40.58%	10,881 $447,000
Q4 2024 Apr 21, 2025	BUY	$41.51 - $48.1 $20,049 - $23,232	483 Added 6.66%	7,740 $335,000
Q3 2024 Jan 08, 2025	SELL	$38.22 - $44.94 $4,204 - $4,943	-110 Reduced 1.49%	7,257 $310,000
Q2 2024 Jul 19, 2024	SELL	$35.41 - $40.18 $385,154 - $437,037	-10,877 Reduced 59.62%	7,367 $286,000
Q1 2024 Apr 22, 2024	SELL	$34.53 - $38.98 $477,135 - $538,625	-13,818 Reduced 43.1%	18,244 $711,000
Q4 2023 Jan 18, 2024	BUY	$27.03 - $37.64 $5,946 - $8,280	220 Added 0.69%	32,062 $1.18 Million
Q3 2023 Oct 11, 2023	SELL	$27.97 - $35.59 $56,051 - $71,322	-2,004 Reduced 5.92%	31,842 $910,000
Q2 2023 Jul 17, 2023	BUY	$26.21 - $34.79 $106,779 - $141,734	4,074 Added 13.68%	33,846 $1.03 Million
Q1 2023 Apr 11, 2023	BUY	$30.56 - $50.39 $909,832 - $1.5 Million	29,772 New	29,772 $1.02 Million
Q2 2022 Jan 12, 2023	SELL	$45.68 - $55.36 $226,755 - $274,807	-4,964 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$56.23 - $67.41 $279,125 - $334,623	4,964 New	4,964 $281,000
Q3 2021 Oct 25, 2021	SELL	$52.18 - $60.15 $405,542 - $467,485	-7,772 Closed	0 $0
Q1 2021 May 27, 2021	BUY	$47.18 - $60.17 $20,334 - $25,933	431 Added 5.87%	7,772 $453,000
Q4 2020 Feb 16, 2021	BUY	$38.75 - $49.04 $284,463 - $360,002	7,341 New	7,341 $352,000

Others Institutions Holding TFC

# of Institutions

1,771

Shares Held

968M

Call Options Held

11.6M

Put Options Held

6.37M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $54.5B
Description
Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...

More about TFC

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