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
Q2 		$4.29M Sell
41,218
-5,331
-11% -$539K 0.01% 990
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial's MOAT Position: Q2 2026 in Review

Truist Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q2 2026, selling an estimated $539K and leaving 41,218 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #990.

Truist Financial first reported a position in MOAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.1M in Q4 2023. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Truist Financial held 41,218 shares of VanEck Morningstar Wide Moat ETF worth $4.29M as of Q2 2026.
  • Truist Financial sold 5,331 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $539K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #990 holding.
  • Truist Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's VanEck Morningstar Wide Moat ETF position peaked at $20.1M in Q4 2023.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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