Equitable Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.39M | Sell |
95,575
-20,789
| -18% | -$1.03M | 0.2% | 94 |
|
|
2025
Q4 | $5.73M | Sell |
116,364
-1,897
| -2% | -$87.4K | 0.26% | 73 |
|
|
2025
Q3 | $5.41M | Buy |
118,261
+38,850
| +49% | +$1.75M | 0.25% | 76 |
|
|
2025
Q2 | $3.41M | Sell |
79,411
-4,562
| -5% | -$178K | 0.17% | 107 |
|
|
2025
Q1 | $3.46M | Sell |
83,973
-7,498
| -8% | -$334K | 0.19% | 99 |
|
|
2024
Q4 | $3.97M | Sell |
91,471
-5,751
| -6% | -$257K | 0.22% | 90 |
|
|
2024
Q3 | $4.16M | Buy |
97,222
+30,795
| +46% | +$1.3M | 0.27% | 83 |
|
|
2024
Q2 | $2.58M | Sell |
66,427
-1,828
| -3% | -$69.1K | 0.18% | 115 |
|
|
2024
Q1 | $2.66M | Buy |
68,255
+15,360
| +29% | +$562K | 0.18% | 112 |
|
|
2023
Q4 | $1.95M | Sell |
52,895
-442
| -0.8% | -$13.9K | 0.15% | 124 |
|
|
2023
Q3 | $1.53M | Buy |
53,337
+2,492
| +5% | +$76.6K | 0.13% | 134 |
|
|
2023
Q2 | $1.54M | Sell |
50,845
-657
| -1% | -$20.4K | 0.12% | 134 |
|
|
2023
Q1 | $1.76M | Sell |
51,502
-19,218
| -27% | -$839K | 0.14% | 126 |
|
|
2022
Q4 | $3.04M | Buy |
70,720
+12,728
| +22% | +$558K | 0.24% | 87 |
|
|
2022
Q3 | $2.52M | Sell |
57,992
-1,121
| -2% | -$53.9K | 0.21% | 103 |
|
|
2022
Q2 | $2.8M | Buy |
59,113
+5,800
| +11% | +$286K | 0.21% | 98 |
|
|
2022
Q1 | $3.02M | Sell |
53,313
-1,154
| -2% | -$71.3K | 0.19% | 105 |
|
|
2021
Q4 | $3.19M | Sell |
54,467
-32,935
| -38% | -$2.01M | 0.2% | 107 |
|
|
2021
Q3 | $5.13M | Sell |
87,402
-246
| -0.3% | -$13.7K | 0.33% | 84 |
|
|
2021
Q2 | $4.86M | Sell |
87,648
-30,839
| -26% | -$1.81M | 0.31% | 84 |
|
|
2021
Q1 | $6.91M | Sell |
118,487
-76,252
| -39% | -$4.18M | 0.51% | 51 |
|
|
2020
Q4 | $9.33M | Sell |
194,739
-319
| -0.2% | -$14.4K | 0.69% | 42 |
|
|
2020
Q3 | $7.42M | Buy |
195,058
+328
| +0.2% | +$12.4K | 0.63% | 47 |
|
|
2020
Q2 | $7.31M | Sell |
194,730
-23,856
| -11% | -$859K | 0.67% | 43 |
|
|
2020
Q1 | $6.74M | Sell |
218,586
-66,668
| -23% | -$3.15M | 0.74% | 37 |
|
|
2019
Q4 | $16.1M | Buy |
285,254
+280,996
| +6,599% | +$15.2M | 1.57% | 13 |
|
|
2019
Q3 | $227K | Hold |
4,258
| – | – | 0.02% | 262 |
|
|
2019
Q2 | $209K | Buy |
+4,258
| New | +$209K | 0.02% | 269 |
|
|
2018
Q4 | – | Sell |
-4,258
| Closed | -$206K | – | 290 |
|
|
2018
Q3 | $206K | Buy |
4,258
+250
| +6% | +$12.8K | 0.02% | 281 |
|
|
2018
Q2 | $202K | Buy |
+4,008
| New | +$213K | 0.03% | 255 |
|
Other funds holding TFC
VCM
VPM
Equitable Trust's TFC Position: Q1 2026 in Review
Equitable Trust reduced its Truist Financial (TFC) stake by 18% in Q1 2026, selling an estimated $1.03M and leaving 95,575 shares worth $4.39M. The position accounts for 0.2% of the portfolio, ranked #94.
Equitable Trust first reported a position in TFC in Q2 2018 and has held it in 30 quarters since. The position peaked at $16.1M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Equitable Trust held 95,575 shares of Truist Financial worth $4.39M as of Q1 2026.
- Equitable Trust sold 20,789 Truist Financial shares in Q1 2026, an estimated $1.03M.
- Truist Financial made up 0.2% of Equitable Trust's portfolio in Q1 2026, its #94 holding.
- Equitable Trust first reported a position in Truist Financial in Q2 2018 and has held it in 30 quarters since.
- Equitable Trust's Truist Financial position peaked at $16.1M in Q4 2019.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.