Truist Financial
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Truist Financial’s Moelis & Co MC Stock Holding History

Truist Financial’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$724K Buy
11,061
+1,142
+12% +$74.9K ﹤0.01% 1967
2026
Q1 		$565K Sell
9,919
-540
-5% -$35.1K ﹤0.01% 2014
2025
Q4 		$719K Sell
10,459
-180
-2% -$12K ﹤0.01% 1838
2025
Q3 		$759K Buy
10,639
+621
+6% +$44.3K ﹤0.01% 1808
2025
Q2 		$624K Buy
10,018
+3,429
+52% +$192K ﹤0.01% 1842
2025
Q1 		$385K Buy
6,589
+213
+3% +$15K ﹤0.01% 2012
2024
Q4 		$471K Sell
6,376
-401
-6% -$29K ﹤0.01% 1920
2024
Q3 		$464K Buy
6,777
+1,017
+18% +$65.7K ﹤0.01% 1914
2024
Q2 		$328K Sell
5,760
-200
-3% -$10.8K ﹤0.01% 2249
2024
Q1 		$338K Buy
5,960
+69
+1% +$3.77K ﹤0.01% 2227
2023
Q4 		$331K Buy
5,891
+34
+0.6% +$1.6K ﹤0.01% 2245
2023
Q3 		$264K Buy
5,857
+446
+8% +$21K ﹤0.01% 2320
2023
Q2 		$245K Buy
5,411
+190
+4% +$7.58K ﹤0.01% 2354
2023
Q1 		$201K Buy
+5,221
New +$224K ﹤0.01% 2429

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial's MC Position: Q2 2026 in Review

Truist Financial increased its Moelis & Co (MC) stake by 12% in Q2 2026, buying an estimated $74.9K and bringing the position to 11,061 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Truist Financial first reported a position in MC in Q1 2023 and has held it in 14 quarters since. The position peaked at $759K in Q3 2025. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Truist Financial held 11,061 shares of Moelis & Co worth $724K as of Q2 2026.
  • Truist Financial bought 1,142 Moelis & Co shares in Q2 2026, an estimated $74.9K.
  • Moelis & Co made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1967 holding.
  • Truist Financial first reported a position in Moelis & Co in Q1 2023 and has held it in 14 quarters since.
  • Truist Financial's Moelis & Co position peaked at $759K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.