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MQS Management’s Truist Financial TFC Stock Holding History

MQS 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 		$390K Buy
+7,830
New +$385K 0.48% 69
2025
Q3 		– Sell
-10,203
Closed -$439K – 650
2025
Q2 		$439K Buy
+10,203
New +$399K 0.24% 157
2024
Q4 		– Sell
-4,752
Closed -$203K – 359
2024
Q3 		$203K Buy
+4,752
New +$201K 0.11% 373
2024
Q1 		– Sell
-6,990
Closed -$258K – 664
2023
Q4 		$258K Buy
+6,990
New +$219K 0.14% 311

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 $3.38T AUM 44.17% 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

MQS Management's TFC Position: Q2 2026 in Review

MQS Management opened a new position in Truist Financial (TFC) in Q2 2026: 7,830 shares worth $390K. The stake represents 0.48% of the portfolio and ranks #69 among its holdings. This is a return to the name: MQS Management previously reported a position in TFC as recently as Q2 2025.

MQS Management first reported a position in TFC in Q4 2023 and has held it in 4 quarters since. The position peaked at $439K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • MQS Management held 7,830 shares of Truist Financial worth $390K as of Q2 2026.
  • Truist Financial was a new MQS Management position in Q2 2026.
  • Truist Financial made up 0.48% of MQS Management's portfolio in Q2 2026, its #69 holding.
  • MQS Management first reported a position in Truist Financial in Q4 2023 and has held it in 4 quarters since.
  • MQS Management's Truist Financial position peaked at $439K in Q2 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.