ECM
TFC icon

Everence Capital Management’s Truist Financial TFC Stock Holding History

Everence Capital Management’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
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% -$981K 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% -$154K 0.19% 105
2023
Q3 		$2.14K Buy
74,690
+24,930
+50% +$713 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% +$392 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% +$26.1K 0.18% 109
2021
Q4 		$2.35M Hold
40,200
– – 0.17% 102
2021
Q3 		$2.36M Buy
40,200
+20
+0% +$1.17K 0.19% 93
2021
Q2 		$2.23M Buy
40,180
+7,480
+23% +$415K 0.18% 102
2021
Q1 		$1.91M Hold
32,700
– – 0.17% 107
2020
Q4 		$1.57M Sell
32,700
-6,290
-16% -$301K 0.15% 118
2020
Q3 		$1.48M Buy
38,990
+9,270
+31% +$353K 0.16% 112
2020
Q2 		$1.09M Sell
29,720
-4,439
-13% -$163K 0.13% 138
2020
Q1 		$1.05M Sell
34,159
-1,060
-3% -$32.7K 0.15% 121
2019
Q4 		$1.98M Buy
35,219
+12,776
+57% +$720K 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% -$121K 0.18% 121
2018
Q4 		$1.09M 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% -$179K 0.27% 99
2017
Q3 		$1.35M Hold
28,654
– – 0.31% 91
2017
Q2 		$1.3M Buy
28,654
+3,860
+16% +$175K 0.32% 91
2017
Q1 		$1.11M Hold
24,794
– – 0.29% 93
2016
Q4 		$1.17M Buy
24,794
+3,800
+18% +$179K 0.34% 84
2016
Q3 		$792K Hold
20,994
– – 0.24% 125
2016
Q2 		$748K Buy
20,994
+7,940
+61% +$283K 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% +$99.7K 0.19% 153
2013
Q2 		$342K Buy
+10,104
New +$342K 0.15% 173