Marshall Wace
TFC icon

Marshall Wace’s Truist Financial TFC Stock Holding History

Marshall Wace’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Buy
54,643
+22,067
+68% +$1.09M ﹤0.01% 1656
2025
Q4 		$1.6M Buy
+32,576
New +$1.5M ﹤0.01% 1683
2025
Q2 		– Sell
-775,694
Closed -$31.9M – 3169
2025
Q1 		$31.9M Sell
775,694
-2,863,522
-79% -$128M 0.04% 389
2024
Q4 		$158M Buy
3,639,216
+1,752,001
+93% +$78.2M 0.19% 82
2024
Q3 		$80.7M Buy
1,887,215
+1,780,535
+1,669% +$75.2M 0.1% 187
2024
Q2 		$4.14M Sell
106,680
-480,125
-82% -$18.1M 0.01% 1079
2024
Q1 		$22.9M Buy
586,805
+152,588
+35% +$5.58M 0.03% 465
2023
Q4 		$16M Sell
434,217
-226,594
-34% -$7.11M 0.03% 544
2023
Q3 		$18.9M Buy
660,811
+651,175
+6,758% +$20M 0.04% 455
2023
Q2 		$292K Sell
9,636
-1,635,219
-99% -$50.8M ﹤0.01% 2148
2023
Q1 		$56.1M Buy
1,644,855
+1,208,948
+277% +$52.8M 0.12% 187
2022
Q4 		$18.8M Buy
435,907
+332,259
+321% +$14.6M 0.04% 478
2022
Q3 		$4.51M Sell
103,648
-186,458
-64% -$8.97M 0.01% 1438
2022
Q2 		$13.8M Sell
290,106
-427,990
-60% -$21.1M 0.03% 663
2022
Q1 		$40.7M Buy
718,096
+617,627
+615% +$38.1M 0.08% 283
2021
Q4 		$5.88M Buy
100,469
+18,137
+22% +$1.11M 0.01% 1247
2021
Q3 		$4.83M Sell
82,332
-148,983
-64% -$8.33M 0.02% 962
2021
Q2 		$12.8M Buy
231,315
+102,213
+79% +$6M 0.06% 366
2021
Q1 		$7.53M Buy
129,102
+73,341
+132% +$4.02M 0.03% 599
2020
Q4 		$2.67M Buy
+55,761
New +$2.52M 0.01% 827
2020
Q3 		– Sell
-276,177
Closed -$10.4M – 1921
2020
Q2 		$10.4M Buy
276,177
+257,095
+1,347% +$9.26M 0.07% 274
2020
Q1 		$588K Buy
+19,082
New +$902K 0.01% 942
2019
Q1 		– Sell
-19,675
Closed -$852K – 2054
2018
Q4 		$852K Buy
+19,675
New +$945K 0.01% 952
2015
Q4 		– Sell
-117,353
Closed -$4.18M – 1122
2015
Q3 		$4.18M Buy
+117,353
New +$4.53M 0.05% 324

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace's TFC Position: Q1 2026 in Review

Marshall Wace increased its Truist Financial (TFC) stake by 68% in Q1 2026, buying an estimated $1.09M and bringing the position to 54,643 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Marshall Wace first reported a position in TFC in Q3 2015 and has held it in 24 quarters since. The position peaked at $158M in Q4 2024. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Marshall Wace held 54,643 shares of Truist Financial worth $2.51M as of Q1 2026.
  • Marshall Wace bought 22,067 Truist Financial shares in Q1 2026, an estimated $1.09M.
  • Truist Financial made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1656 holding.
  • Marshall Wace first reported a position in Truist Financial in Q3 2015 and has held it in 24 quarters since.
  • Marshall Wace's Truist Financial position peaked at $158M in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.