Everence Capital Management’s Truist Financial TFC Stock Holding History

Everence Capital Management’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	$2.2M	Hold	47,920	–	–	0.13%	140
2025 Q4	$2.36M	Hold	47,920	–	–	0.14%	123
2025 Q3	$2.19M	Hold	47,920	–	–	0.13%	129
2025 Q2	$2.06M	Hold	47,920	–	–	0.13%	133
2025 Q1	$1.97M	Hold	47,920	–	–	0.13%	136
2024 Q4	$2.08M	Sell	47,920 -22,610	-32%	-$1.01M	0.14%	125
2024 Q3	$3.02M	Hold	70,530	–	–	0.19%	92
2024 Q2	$2.65K	Hold	70,530	–	–	0.18%	110
2024 Q1	$2.75K	Hold	70,530	–	–	0.18%	109
2023 Q4	$2.6M	Sell	70,530 -4,160	-6%	-$131K	0.19%	105
2023 Q3	$2.14K	Buy	74,690 +24,930	+50%	+$767K	0.17%	115
2023 Q2	$1.52M	Hold	49,760	–	–	0.12%	139
2023 Q1	$1.7K	Hold	49,760	–	–	0.14%	128
2022 Q4	$2.14K	Buy	49,760 +9,100	+22%	+$399K	0.18%	107
2022 Q3	$1.77M	Hold	40,660	–	–	0.16%	119
2022 Q2	$1.93M	Hold	40,660	–	–	0.17%	109
2022 Q1	$2.31M	Buy	40,660 +460	+1%	+$28.4K	0.18%	109
2021 Q4	$2.35M	Hold	40,200	–	–	0.17%	102
2021 Q3	$2.36M	Buy	40,200 +20	+0%	+$1.12K	0.19%	93
2021 Q2	$2.23M	Buy	40,180 +7,480	+23%	+$439K	0.18%	102
2021 Q1	$1.91M	Hold	32,700	–	–	0.17%	107
2020 Q4	$1.57M	Sell	32,700 -6,290	-16%	-$285K	0.15%	118
2020 Q3	$1.48M	Buy	38,990 +9,270	+31%	+$349K	0.16%	112
2020 Q2	$1.09M	Sell	29,720 -4,439	-13%	-$160K	0.13%	138
2020 Q1	$1.05M	Sell	34,159 -1,060	-3%	-$50.1K	0.15%	121
2019 Q4	$1.98M	Buy	35,219 +12,776	+57%	+$692K	0.3%	68
2019 Q3	$1.2M	Hold	22,443	–	–	0.19%	113
2019 Q2	$1.1M	Hold	22,443	–	–	0.18%	120
2019 Q1	$1.04M	Sell	22,443 -2,611	-10%	-$127K	0.18%	121
2018 Q4	$1.08M	Hold	25,054	–	–	0.25%	102
2018 Q3	$1.22M	Hold	25,054	–	–	0.24%	106
2018 Q2	$1.26M	Hold	25,054	–	–	0.27%	95
2018 Q1	$1.3M	Hold	25,054	–	–	0.29%	87
2017 Q4	$1.25M	Sell	25,054 -3,600	-13%	-$174K	0.27%	99
2017 Q3	$1.34M	Hold	28,654	–	–	0.31%	91
2017 Q2	$1.3M	Buy	28,654 +3,860	+16%	+$168K	0.32%	91
2017 Q1	$1.11M	Hold	24,794	–	–	0.29%	93
2016 Q4	$1.17M	Buy	24,794 +3,800	+18%	+$162K	0.34%	84
2016 Q3	$792K	Hold	20,994	–	–	0.24%	125
2016 Q2	$748K	Buy	20,994 +7,940	+61%	+$277K	0.23%	123
2016 Q1	$434K	Hold	13,054	–	–	0.13%	201
2015 Q4	$494K	Hold	13,054	–	–	0.16%	178
2015 Q3	$465K	Hold	13,054	–	–	0.16%	178
2015 Q2	$526K	Hold	13,054	–	–	0.17%	176
2015 Q1	$497K	Hold	13,054	–	–	0.17%	181
2014 Q4	$508K	Hold	13,054	–	–	0.17%	172
2014 Q3	$487K	Hold	13,054	–	–	0.18%	167
2014 Q2	$515K	Hold	13,054	–	–	0.19%	165
2014 Q1	$524K	Hold	13,054	–	–	0.21%	153
2013 Q4	$487K	Hold	13,054	–	–	0.2%	158
2013 Q3	$441K	Buy	13,054 +2,950	+29%	+$103K	0.19%	153
2013 Q2	$342K	Buy	+10,104	New	+$322K	0.15%	173

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Everence Capital Management's TFC Position: Q1 2026 in Review

Everence Capital Management held its Truist Financial (TFC) position steady in Q1 2026 at 47,920 shares worth $2.2M. The position accounts for 0.13% of the portfolio, ranked #140.

Everence Capital Management first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.02M in Q3 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Everence Capital Management held 47,920 shares of Truist Financial worth $2.2M as of Q1 2026.
Everence Capital Management left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.13% of Everence Capital Management's portfolio in Q1 2026, its #140 holding.
Everence Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Truist Financial position peaked at $3.02M in Q3 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.