Truist Financial
MSCI icon

Truist Financial’s MSCI MSCI Stock Holding History

Truist Financial’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74M Sell
6,677
-392
-6% -$229K ﹤0.01% 1065
2026
Q1 		$3.81M Sell
7,069
-4,034
-36% -$2.27M 0.01% 977
2025
Q4 		$6.37M Sell
11,103
-1,261
-10% -$707K 0.01% 757
2025
Q3 		$7.02M Sell
12,364
-209
-2% -$118K 0.01% 738
2025
Q2 		$7.25M Sell
12,573
-1,202
-9% -$665K 0.01% 695
2025
Q1 		$7.79M Sell
13,775
-4,843
-26% -$2.82M 0.01% 654
2024
Q4 		$11.2M Sell
18,618
-310
-2% -$186K 0.02% 538
2024
Q3 		$11M Sell
18,928
-10,408
-35% -$5.64M 0.02% 554
2024
Q2 		$14.1M Buy
29,336
+3,824
+15% +$1.9M 0.02% 491
2024
Q1 		$14.3M Buy
25,512
+328
+1% +$184K 0.02% 510
2023
Q4 		$14.2M Sell
25,184
-3,329
-12% -$1.72M 0.02% 502
2023
Q3 		$14.6M Sell
28,513
-229
-0.8% -$120K 0.02% 473
2023
Q2 		$13.5M Buy
28,742
+4,454
+18% +$2.17M 0.02% 495
2023
Q1 		$13.6M Sell
24,288
-1,328
-5% -$703K 0.02% 489
2022
Q4 		$11.9M Sell
25,616
-743
-3% -$346K 0.02% 510
2022
Q3 		$11.1M Sell
26,359
-2,576
-9% -$1.18M 0.02% 523
2022
Q2 		$11.9M Sell
28,935
-6,963
-19% -$3.03M 0.02% 524
2022
Q1 		$18.1M Sell
35,898
-2,422
-6% -$1.26M 0.03% 457
2021
Q4 		$23.5M Sell
38,320
-780
-2% -$489K 0.04% 383
2021
Q3 		$23.8M Buy
39,100
+2,059
+6% +$1.26M 0.04% 365
2021
Q2 		$19.7M Buy
37,041
+2,188
+6% +$1.04M 0.03% 435
2021
Q1 		$14.6M Sell
34,853
-16,485
-32% -$6.93M 0.03% 500
2020
Q4 		$22.9M Buy
51,338
+24,280
+90% +$9.53M 0.04% 350
2020
Q3 		$9.65M Buy
27,058
+5,400
+25% +$1.96M 0.02% 561
2020
Q2 		$7.23M Buy
21,658
+779
+4% +$252K 0.02% 618
2020
Q1 		$6.03M Buy
20,879
+6,019
+41% +$1.7M 0.02% 627
2019
Q4 		$3.84M Buy
+14,860
New +$3.62M 0.01% 848

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial's MSCI Position: Q2 2026 in Review

Truist Financial reduced its MSCI (MSCI) stake by 5.5% in Q2 2026, selling an estimated $229K and leaving 6,677 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Truist Financial first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.8M in Q3 2021. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Truist Financial held 6,677 shares of MSCI worth $3.74M as of Q2 2026.
  • Truist Financial sold 392 MSCI shares in Q2 2026, an estimated $229K.
  • MSCI made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1065 holding.
  • Truist Financial first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's MSCI position peaked at $23.8M in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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