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Morse Asset Management’s Truist Financial TFC Stock Holding History

Morse Asset Management’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
2026
Q2 		$47.7K Buy
+958
New +$47.1K 0.01% 251
2025
Q3 		– Sell
-14,150
Closed -$608K – 413
2025
Q2 		$608K Sell
14,150
-6,800
-32% -$266K 0.13% 113
2025
Q1 		$862K Buy
+20,950
New +$933K 0.22% 84

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

Morse Asset Management's TFC Position: Q2 2026 in Review

Morse Asset Management opened a new position in Truist Financial (TFC) in Q2 2026: 958 shares worth $47.7K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Morse Asset Management previously reported a position in TFC as recently as Q2 2025.

Morse Asset Management first reported a position in TFC in Q1 2025 and has held it in 3 quarters since. The position peaked at $862K in Q1 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Morse Asset Management held 958 shares of Truist Financial worth $47.7K as of Q2 2026.
  • Truist Financial was a new Morse Asset Management position in Q2 2026.
  • Truist Financial made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #251 holding.
  • Morse Asset Management first reported a position in Truist Financial in Q1 2025 and has held it in 3 quarters since.
  • Morse Asset Management's Truist Financial position peaked at $862K in Q1 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.