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
2023
Q1 		– Sell
-16,700
Closed -$719K – 3100
2022
Q4 		$719K Buy
+16,700
New +$733K ﹤0.01% 2218

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Marshall Wace's TFC Position: Q2 2026 in Review

Marshall Wace increased its Truist Financial (TFC) stake by 107% in Q2 2026, buying an estimated $2.86M and bringing the position to 112,867 shares worth $5.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Marshall Wace first reported a position in TFC in Q3 2015 and has held it in 25 quarters since. The position peaked at $158M in Q4 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Marshall Wace held 112,867 shares of Truist Financial worth $5.62M as of Q2 2026.
  • Marshall Wace bought 58,224 Truist Financial shares in Q2 2026, an estimated $2.86M.
  • Truist Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1312 holding.
  • Marshall Wace first reported a position in Truist Financial in Q3 2015 and has held it in 25 quarters since.
  • Marshall Wace's Truist Financial position peaked at $158M in Q4 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.