Ownership history in MINDSET WEALTH MANAGEMENT, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in TRUIST FINL CORP (TFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MINDSET WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +0.9% annually on this TFC position. Timing score: 60% (3/5 decisions correct). Average cost basis: $39.96. Maximum drawdown during holding period: β4.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $39.89 (2024 Q3) Β· Worst: $48.72 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.45% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size