Mercer Global Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.21M Buy
191,025
+8,717
+5% +$375K 0.02% 415
2025
Q1
$7.5M Buy
182,308
+5,377
+3% +$221K 0.02% 438
2024
Q4
$7.68M Buy
176,931
+11,336
+7% +$492K 0.02% 425
2024
Q3
$6.91M Sell
165,595
-28,624
-15% -$1.2M 0.02% 416
2024
Q2
$7.55M Buy
194,219
+17,968
+10% +$698K 0.02% 361
2024
Q1
$6.87M Sell
176,251
-25,392
-13% -$990K 0.02% 387
2023
Q4
$7.45M Sell
201,643
-7,474
-4% -$276K 0.02% 372
2023
Q3
$5.98M Sell
209,117
-6,084
-3% -$174K 0.02% 385
2023
Q2
$6.53M Buy
215,201
+9,595
+5% +$291K 0.03% 381
2023
Q1
$6.81M Buy
205,606
+33,752
+20% +$1.12M 0.03% 357
2022
Q4
$7.4M Buy
171,854
+17,811
+12% +$766K 0.04% 338
2022
Q3
$6.71M Buy
154,043
+54,589
+55% +$2.38M 0.04% 309
2022
Q2
$4.72M Sell
99,454
-4,810
-5% -$228K 0.03% 384
2022
Q1
$5.91M Buy
104,264
+20,738
+25% +$1.18M 0.03% 341
2021
Q4
$4.89M Buy
83,526
+11,277
+16% +$660K 0.03% 383
2021
Q3
$4.24M Buy
72,249
+16,494
+30% +$968K 0.03% 393
2021
Q2
$3.09M Buy
55,755
+15,285
+38% +$848K 0.02% 436
2021
Q1
$2.36M Buy
40,470
+3,898
+11% +$227K 0.02% 474
2020
Q4
$1.75M Buy
36,572
+957
+3% +$45.9K 0.02% 455
2020
Q3
$1.36M Sell
35,615
-9,829
-22% -$374K 0.02% 482
2020
Q2
$1.71M Sell
45,444
-3,959
-8% -$149K 0.03% 358
2020
Q1
$1.52M Sell
49,403
-13,845
-22% -$427K 0.03% 371
2019
Q4
$3.56M Buy
63,248
+29,768
+89% +$1.68M 0.07% 224
2019
Q3
$1.79M Buy
33,480
+261
+0.8% +$13.9K 0.04% 323
2019
Q2
$1.63M Buy
33,219
+1,675
+5% +$82.3K 0.04% 333
2019
Q1
$1.47M Buy
+31,544
New +$1.47M 0.05% 308