Truist Financial
MOAT icon

Truist Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Truist Financial’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.5M Sell
46,549
-3,051
-6% -$316K 0.01% 908
2025
Q4 		$5.14M Sell
49,600
-1,564
-3% -$160K 0.01% 846
2025
Q3 		$5.07M Sell
51,164
-8,314
-14% -$811K 0.01% 880
2025
Q2 		$5.58M Sell
59,478
-18,886
-24% -$1.66M 0.01% 805
2025
Q1 		$6.9M Sell
78,364
-15,434
-16% -$1.42M 0.01% 691
2024
Q4 		$8.7M Sell
93,798
-64,590
-41% -$6.22M 0.01% 623
2024
Q3 		$15.4M Sell
158,388
-33,548
-17% -$3.07M 0.02% 459
2024
Q2 		$16.6M Sell
191,936
-2,765
-1% -$240K 0.03% 454
2024
Q1 		$17.5M Sell
194,701
-42,561
-18% -$3.65M 0.03% 462
2023
Q4 		$20.1M Sell
237,262
-1,800
-0.8% -$140K 0.03% 402
2023
Q3 		$18.1M Buy
239,062
+67,913
+40% +$5.41M 0.03% 407
2023
Q2 		$13.7M Buy
171,149
+2,596
+2% +$195K 0.02% 488
2023
Q1 		$12.4M Buy
168,553
+13,859
+9% +$984K 0.02% 518
2022
Q4 		$10M Buy
154,694
+8,458
+6% +$549K 0.02% 565
2022
Q3 		$8.77M Buy
146,236
+1,229
+0.8% +$82.6K 0.02% 596
2022
Q2 		$9.24M Sell
145,007
-4,536
-3% -$311K 0.02% 595
2022
Q1 		$11.2M Sell
149,543
-2,280
-2% -$168K 0.02% 606
2021
Q4 		$11.6M Buy
151,823
+9,022
+6% +$684K 0.02% 592
2021
Q3 		$10.5M Buy
142,801
+8,095
+6% +$609K 0.02% 615
2021
Q2 		$9.98M Buy
134,706
+1,399
+1% +$102K 0.02% 636
2021
Q1 		$9.23M Sell
133,307
-83,703
-39% -$5.52M 0.02% 620
2020
Q4 		$13.5M Sell
217,010
-86,607
-29% -$5.1M 0.03% 516
2020
Q3 		$16.6M Buy
303,617
+10,162
+3% +$555K 0.04% 403
2020
Q2 		$15.3M Buy
293,455
+19,564
+7% +$974K 0.03% 425
2020
Q1 		$12M Buy
273,891
+192,116
+235% +$9.88M 0.03% 451
2019
Q4 		$4.48M Buy
+81,775
New +$4.33M 0.01% 790

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial's MOAT Position: Q1 2026 in Review

Truist Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.2% in Q1 2026, selling an estimated $316K and leaving 46,549 shares worth $4.5M. The position accounts for 0.01% of the portfolio, ranked #908.

Truist Financial first reported a position in MOAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.1M in Q4 2023. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Truist Financial held 46,549 shares of VanEck Morningstar Wide Moat ETF worth $4.5M as of Q1 2026.
  • Truist Financial sold 3,051 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $316K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #908 holding.
  • Truist Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's VanEck Morningstar Wide Moat ETF position peaked at $20.1M in Q4 2023.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.