Mount Yale Investment Advisors, LLC Truist Financial Corp Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,275 shares of TFC stock, worth $326,356. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,275
Previous 3,131
132.35%
Holding current value
$326,356
Previous $134,000
147.76%
% of portfolio
0.02%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding TFC
# of Institutions
1,827Shares Held
944MCall Options Held
10MPut Options Held
7.38M-
Vanguard Group Inc Valley Forge, PA119MShares$5.34 Billion0.08% of portfolio
-
Capital International Investors Los Angeles, CA108MShares$4.83 Billion0.83% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.44 Billion0.09% of portfolio
-
State Street Corp Boston, MA59.6MShares$2.67 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC37.9MShares$1.7 Billion0.12% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $59.5B
- 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...