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Moors & Cabot’s Truist Financial TFC Stock Holding History

Moors & Cabot’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
2019
Q4 		– Sell
-200
Closed -$6K – 697
2019
Q3 		$6K Buy
+200
New +$9.91K ﹤0.01% 652

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

Moors & Cabot's TFC Position: Q1 2026 in Review

Moors & Cabot reduced its Truist Financial (TFC) stake by 14% in Q1 2026, selling an estimated $334K and leaving 42,074 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #220.

Moors & Cabot first reported a position in TFC in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.59M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Moors & Cabot held 42,074 shares of Truist Financial worth $1.93M as of Q1 2026.
  • Moors & Cabot sold 6,768 Truist Financial shares in Q1 2026, an estimated $334K.
  • Truist Financial made up 0.08% of Moors & Cabot's portfolio in Q1 2026, its #220 holding.
  • Moors & Cabot first reported a position in Truist Financial in Q2 2016 and has held it in 40 quarters since.
  • Moors & Cabot's Truist Financial position peaked at $3.59M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.