Northwest & Ethical Investments’s Truist Financial TFC Stock Holding History

Northwest & Ethical Investments’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	–	Sell	-10,800	Closed	-$531K	–	601
2025 Q4	$531K	Hold	10,800	–	–	0.01%	394
2025 Q3	$494K	Sell	10,800 -4,200	-28%	-$189K	0.01%	401
2025 Q2	$645K	Hold	15,000	–	–	0.02%	378
2025 Q1	$617K	Sell	15,000 -1,500	-9%	-$66.8K	0.02%	372
2024 Q4	$716K	Hold	16,500	–	–	0.02%	329
2024 Q3	$706K	Hold	16,500	–	–	0.02%	334
2024 Q2	$641K	Sell	16,500 -7,225	-30%	-$273K	0.02%	327
2024 Q1	$925K	Buy	23,725 +6,225	+36%	+$228K	0.03%	304
2023 Q4	$646K	Buy	17,500 +9,515	+119%	+$299K	0.02%	292
2023 Q3	$228K	Sell	7,985 -11,856	-60%	-$365K	0.01%	358
2023 Q2	$602K	Sell	19,841 -34,196	-63%	-$1.06M	0.02%	312
2023 Q1	$1.84M	Hold	54,037	–	–	0.06%	267
2022 Q4	$2.33M	Buy	54,037 +2,027	+4%	+$88.9K	0.08%	228
2022 Q3	$2.26M	Sell	52,010 -1,061	-2%	-$51K	0.09%	224
2022 Q2	$2.52M	Buy	53,071 +3,124	+6%	+$154K	0.09%	216
2022 Q1	$2.83M	Sell	49,947 -43,724	-47%	-$2.7M	0.09%	220
2021 Q4	$5.48M	Sell	93,671 -19,665	-17%	-$1.2M	0.16%	155
2021 Q3	$6.65M	Buy	113,336 +82,173	+264%	+$4.59M	0.22%	131
2021 Q2	$1.73M	Sell	31,163 -96,819	-76%	-$5.69M	0.06%	252
2021 Q1	$7.46M	Sell	127,982 -5,308	-4%	-$291K	0.26%	115
2020 Q4	$6.39M	Sell	133,290 -7,167	-5%	-$324K	0.24%	124
2020 Q3	$5.34M	Buy	140,457 +849	+0.6%	+$32K	0.24%	126
2020 Q2	$5.24M	Buy	139,608 +9,344	+7%	+$337K	0.25%	125
2020 Q1	$4.02M	Buy	130,264 +7,464	+6%	+$353K	0.23%	124
2019 Q4	$6.92M	Buy	122,800 +4,843	+4%	+$262K	0.31%	101
2019 Q3	$6.3M	Sell	117,957 -3,164	-3%	-$157K	0.31%	102
2019 Q2	$5.95M	Buy	121,121 +2,951	+2%	+$145K	0.3%	108
2019 Q1	$5.5M	Buy	118,170 +16,544	+16%	+$807K	0.29%	111
2018 Q4	$4.4M	Sell	101,626 -21,106	-17%	-$1.01M	0.26%	126
2018 Q3	$5.96M	Buy	122,732 +15,689	+15%	+$805K	0.37%	71
2018 Q2	$5.4M	Sell	107,043 -7,062	-6%	-$375K	0.36%	74
2018 Q1	$5.94M	Sell	114,105 -17,519	-13%	-$944K	0.4%	68
2017 Q4	$6.54M	Sell	131,624 -17,382	-12%	-$839K	0.43%	61
2017 Q3	$6.99M	Buy	149,006 +9,090	+6%	+$418K	0.43%	54
2017 Q2	$6.35M	Sell	139,916 -905	-0.6%	-$39.3K	0.43%	51
2017 Q1	$6.29M	Buy	140,821 +18,849	+15%	+$881K	0.43%	50
2016 Q4	$5.74M	Buy	121,972 +4,798	+4%	+$204K	0.4%	58
2016 Q3	$4.42M	Sell	117,174 -141,131	-55%	-$5.26M	0.31%	73
2016 Q2	$9.2M	Sell	258,305 -4,100	-2%	-$143K	0.69%	35
2016 Q1	$8.73M	Buy	262,405 +116,105	+79%	+$3.86M	0.59%	57
2015 Q4	$5.53M	Hold	146,300	–	–	0.4%	78
2015 Q3	$5.21M	Hold	146,300	–	–	0.4%	71
2015 Q2	$5.9M	Hold	146,300	–	–	0.39%	74
2015 Q1	$5.7M	Hold	146,300	–	–	0.4%	63
2014 Q4	$5.69M	Buy	146,300 +7,900	+6%	+$297K	0.38%	65
2014 Q3	$5.15M	Hold	138,400	–	–	0.34%	71
2014 Q2	$5.46M	Sell	138,400 -7,900	-5%	-$303K	0.34%	72
2014 Q1	$5.88M	Hold	146,300	–	–	0.38%	67
2013 Q4	$5.46M	Buy	+146,300	New	+$5.06M	0.36%	69

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwest & Ethical Investments's TFC Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 10,800 shares — an estimated $531K sold.

Northwest & Ethical Investments first reported a position in TFC in Q4 2013 and held it in 49 quarters. The position peaked at $9.2M in Q2 2016. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Northwest & Ethical Investments reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Northwest & Ethical Investments sold 10,800 Truist Financial shares in Q1 2026, an estimated $531K.
Northwest & Ethical Investments first reported a position in Truist Financial in Q4 2013 and held it in 49 quarters.
Northwest & Ethical Investments's Truist Financial position peaked at $9.2M in Q2 2016.
1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.