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
-14,500
Closed -$624K – 3101
2022
Q4 		$624K Buy
+14,500
New +$636K ﹤0.01% 2287

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.