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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 $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

Moors & Cabot's TFC Position: Q2 2026 in Review

Moors & Cabot reduced its Truist Financial (TFC) stake by 0.78% in Q2 2026, selling an estimated $16.1K and leaving 41,747 shares worth $2.08M. The position accounts for 0.08% of the portfolio, ranked #225.

Moors & Cabot first reported a position in TFC in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.59M in Q4 2019. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Moors & Cabot held 41,747 shares of Truist Financial worth $2.08M as of Q2 2026.
  • Moors & Cabot sold 327 Truist Financial shares in Q2 2026, an estimated $16.1K.
  • Truist Financial made up 0.08% of Moors & Cabot's portfolio in Q2 2026, its #225 holding.
  • Moors & Cabot first reported a position in Truist Financial in Q2 2016 and has held it in 41 quarters since.
  • Moors & Cabot's Truist Financial position peaked at $3.59M in Q4 2019.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.