McDonald Partners LLC

SEC CIK: 0001331074
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by McDonald Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 565
Value: $28.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2021

Holdings of TFC by McDonald Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	565	$28.1K	<0.1%	+565	New	Holders
Q2 2022	0	$0	0.0%	−3,894−100.0%	Sold out	Holders
Q1 2022	3,894	$221.0K	<0.1%	+3,848+8,365.2%	Added	Holders
Q4 2021	46	$2.69K	<0.1%	+46	New	Holders