EI
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Ethic Inc’s Truist Financial TFC Stock Holding History

Ethic Inc’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.46M Buy
184,125
+9,970
+6% +$493K 0.13% 160
2025
Q4 		$8.57M Sell
174,155
-929
-0.5% -$42.8K 0.13% 151
2025
Q3 		$8M Buy
175,084
+3,391
+2% +$153K 0.13% 158
2025
Q2 		$7.32M Sell
171,693
-2,767
-2% -$108K 0.13% 161
2025
Q1 		$7.16M Buy
174,460
+11,857
+7% +$528K 0.15% 157
2024
Q4 		$7.05M Sell
162,603
-5,607
-3% -$250K 0.14% 149
2024
Q3 		$6.56M Buy
168,210
+58
+0% +$2.45K 0.17% 140
2024
Q2 		$6.53M Sell
168,152
-58
-0% -$2.19K 0.15% 141
2024
Q1 		$6.56M Sell
168,210
-781
-0.5% -$28.6K 0.17% 140
2023
Q4 		$6.24M Buy
168,991
+26,414
+19% +$829K 0.18% 120
2023
Q3 		$4.08M Buy
142,577
+124,300
+680% +$3.82M 0.14% 171
2023
Q2 		$555K Sell
18,277
-10,965
-37% -$341K 0.02% 619
2023
Q1 		$997K Sell
29,242
-69,685
-70% -$3.04M 0.04% 448
2022
Q4 		$4.26M Buy
98,927
+58,102
+142% +$2.55M 0.23% 114
2022
Q3 		$1.78M Sell
40,825
-44,762
-52% -$2.15M 0.12% 218
2022
Q2 		$4.06M Sell
85,587
-2,524
-3% -$124K 0.28% 87
2022
Q1 		$5M Buy
88,111
+18,468
+27% +$1.14M 0.34% 62
2021
Q4 		$4.08M Buy
69,643
+10,216
+17% +$624K 0.31% 74
2021
Q3 		$3.48M Buy
59,427
+11,363
+24% +$635K 0.36% 59
2021
Q2 		$2.67M Buy
48,064
+16,938
+54% +$995K 0.32% 68
2021
Q1 		$1.81M Buy
31,126
+15,361
+97% +$842K 0.32% 70
2020
Q4 		$756K Buy
15,765
+2,553
+19% +$116K 0.2% 125
2020
Q3 		$503K Buy
13,212
+1,609
+14% +$60.6K 0.19% 132
2020
Q2 		$436K Sell
11,603
-3,386
-23% -$122K 0.25% 119
2020
Q1 		$462K Buy
14,989
+4,250
+40% +$201K 0.39% 80
2019
Q4 		$605K Buy
+10,739
New +$581K 0.45% 72

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ethic Inc's TFC Position: Q1 2026 in Review

Ethic Inc increased its Truist Financial (TFC) stake by 5.7% in Q1 2026, buying an estimated $493K and bringing the position to 184,125 shares worth $8.46M. The position accounts for 0.13% of the portfolio, ranked #160.

Ethic Inc first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.57M in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Ethic Inc held 184,125 shares of Truist Financial worth $8.46M as of Q1 2026.
  • Ethic Inc bought 9,970 Truist Financial shares in Q1 2026, an estimated $493K.
  • Truist Financial made up 0.13% of Ethic Inc's portfolio in Q1 2026, its #160 holding.
  • Ethic Inc first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's Truist Financial position peaked at $8.57M in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.