Mason & Associates, LLC TFC — TRUIST FINL CORP

Ownership history in Mason & Associates, LLC  ·  3 quarters on record

AI Ownership Summary

Mason & Associates, LLC reported TRUIST FINL CORP (TFC) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.11% in 2025 Q4. The latest visible filing shows TFC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mason & Associates, LLC's position in TRUIST FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TFC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFC stock page Mason & Associates, LLC fund profile Mason & Associates, LLC full holdings
How Mason & Associates, LLC held TFC — position size vs. price
% of Fund (quarterly)    TFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,142 — 0% 0.11% $505K 2026-07-14 $51.95
2026 Q1 UNCHANGED — — — 10,142 — 0% 0.11% $466K 2026-04-22 $50.42
2025 Q4 INITIATED — — — 10,142 — — 0.11% $499K 2026-01-21 $49.00

🏢 Other funds also holding TFC

As of 2026 Q2 — sorted by position size

MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.79% Baugh & Associates, LLC 3Y 7Y 2.47% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.28% GODSEY & GIBB, INC 3Y 7Y 2.01% Hunter Perkins Capital Management, LLC 3Y 1.32% Hardin Capital Partners, LLC 1.28% WHITENER CAPITAL MANAGEMENT, INC. 3Y 7Y 1.22% HF Advisory Group, LLC 3Y 1.04% Bank & Trust Co 1.02% New England Research & Management, Inc. 3Y 7Y 0.95%

FAQ About Mason & Associates, LLC and TFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mason & Associates, LLC reported owning TFC?

Mason & Associates, LLC reported TFC across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported TFC position in Mason & Associates, LLC's portfolio?

The largest reported portfolio weight for TFC was 0.11% in 2025 Q4.

What is the latest reported TFC position on this page?

The most recent filing on this page is 2026 Q2, when Mason & Associates, LLC reported 10,142 shares, equal to 0.11% of portfolio, with an estimated market value of $505K.

What does the chart on this TFC ownership page compare?

The chart compares Mason & Associates, LLC's quarterly TFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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