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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morse Asset Management's TFC Position: Q3 2025 in Review

Morse Asset Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 14,150 shares — an estimated $608K sold.

Morse Asset Management first reported a position in TFC in Q1 2025 and held it in 2 quarters. The position peaked at $862K in Q1 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Morse Asset Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Morse Asset Management sold 14,150 Truist Financial shares in Q3 2025, an estimated $608K.
  • Morse Asset Management first reported a position in Truist Financial in Q1 2025 and held it in 2 quarters.
  • Morse Asset Management's Truist Financial position peaked at $862K in Q1 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Morse Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.