Moran Wealth Management’s Truist Financial Corp Series I Preferred Stock TFC.PRI Stock Holding History

Moran Wealth Management’s Portfolio TFC.PRI Stock Details TFC.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$886K	Buy	+49,475	New	+$945K	0.02%	400

Other funds holding TFC.PRI

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

KFA

Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return

Moran Wealth Management's TFC.PRI Position: Q2 2026 in Review

Moran Wealth Management opened a new position in Truist Financial Corp Series I Preferred Stock (TFC.PRI) in Q2 2026: 49,475 shares worth $886K. The stake represents 0.02% of the portfolio and ranks #400 among its holdings.

5 funds tracked by Wall St. Rank hold TFC.PRI as of Q2 2026.

Moran Wealth Management held 49,475 shares of Truist Financial Corp Series I Preferred Stock worth $886K as of Q2 2026.
Truist Financial Corp Series I Preferred Stock was a new Moran Wealth Management position in Q2 2026.
Truist Financial Corp Series I Preferred Stock made up 0.02% of Moran Wealth Management's portfolio in Q2 2026, its #400 holding.
5 funds tracked by Wall St. Rank held Truist Financial Corp Series I Preferred Stock as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.