Silvercrest Asset Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.9M Sell
379,742
-4,795
-1% -$236K 0.12% 218
2026
Q1
$17.7M Sell
384,537
-31
-0% -$1.53K 0.13% 210
2025
Q4
$18.9M Sell
384,568
-4,606
-1% -$212K 0.13% 215
2025
Q3
$17.8M Buy
389,174
+446
+0.1% +$20.1K 0.12% 225
2025
Q2
$16.7M Sell
388,728
-2,316
-0.6% -$90.6K 0.11% 229
2025
Q1
$16.1M Buy
391,044
+2,600
+0.7% +$116K 0.12% 214
2024
Q4
$16.9M Buy
388,444
+354,109
+1,031% +$15.8M 0.11% 205
2024
Q3
$1.47M Sell
34,335
-671
-2% -$28.3K 0.01% 527
2024
Q2
$1.36M Buy
35,006
+150
+0.4% +$5.67K 0.01% 572
2024
Q1
$1.36M Sell
34,856
-4,965
-12% -$182K 0.01% 562
2023
Q4
$1.47M Sell
39,821
-1,542
-4% -$48.4K 0.01% 538
2023
Q3
$1.18M Sell
41,363
-1,404
-3% -$43.2K 0.01% 573
2023
Q2
$1.3M Buy
42,767
+3,685
+9% +$114K 0.01% 548
2023
Q1
$1.33M Hold
39,082
0.01% 528
2022
Q4
$1.68M Sell
39,082
-9,500
-20% -$417K 0.01% 497
2022
Q3
$2.12M Buy
48,582
+568
+1% +$27.3K 0.02% 438
2022
Q2
$2.28M Sell
48,014
-3,797
-7% -$187K 0.02% 452
2022
Q1
$2.94M Sell
51,811
-142
-0.3% -$8.77K 0.02% 446
2021
Q4
$3.04M Buy
51,953
+6,057
+13% +$370K 0.02% 439
2021
Q3
$2.69M Buy
45,896
+9,308
+25% +$520K 0.02% 460
2021
Q2
$2.03M Sell
36,588
-2,101
-5% -$123K 0.01% 499
2021
Q1
$2.26M Buy
38,689
+14,815
+62% +$812K 0.02% 475
2020
Q4
$1.14M Buy
23,874
+3,797
+19% +$172K 0.01% 526
2020
Q3
$764K Hold
20,077
0.01% 540
2020
Q2
$754K Sell
20,077
-464
-2% -$16.7K 0.01% 548
2020
Q1
$633K Sell
20,541
-241
-1% -$11.4K 0.01% 542
2019
Q4
$1.17M Buy
20,782
+6,044
+41% +$327K 0.01% 515
2019
Q3
$787K Buy
14,738
+92
+0.6% +$4.56K 0.01% 546
2019
Q2
$720K Sell
14,646
-360
-2% -$17.6K 0.01% 406
2019
Q1
$698K Sell
15,006
-147
-1% -$7.17K 0.01% 405
2018
Q4
$656K Sell
15,153
-1,333
-8% -$64K 0.01% 377
2018
Q3
$800K Buy
16,486
+3,583
+28% +$184K 0.01% 378
2018
Q2
$651K Hold
12,903
0.01% 393
2018
Q1
$671K Hold
12,903
0.01% 393
2017
Q4
$642K Buy
12,903
+1,488
+13% +$71.8K 0.01% 401
2017
Q3
$536K Hold
11,415
0.01% 415
2017
Q2
$518K Hold
11,415
0.01% 401
2017
Q1
$510K Sell
11,415
-83
-0.7% -$3.88K 0.01% 405
2016
Q4
$541K Sell
11,498
-67
-0.6% -$2.85K 0.01% 404
2016
Q3
$436K Buy
+11,565
New +$431K 0.01% 424

Other funds holding TFC

Silvercrest Asset Management's TFC Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Truist Financial (TFC) stake by 1.2% in Q2 2026, selling an estimated $236K and leaving 379,742 shares worth $18.9M. The position accounts for 0.12% of the portfolio, ranked #218.

Silvercrest Asset Management first reported a position in TFC in Q3 2016 and has held it in 40 quarters since. The position peaked at $18.9M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Silvercrest Asset Management held 379,742 shares of Truist Financial worth $18.9M as of Q2 2026.
  • Silvercrest Asset Management sold 4,795 Truist Financial shares in Q2 2026, an estimated $236K.
  • Truist Financial made up 0.12% of Silvercrest Asset Management's portfolio in Q2 2026, its #218 holding.
  • Silvercrest Asset Management first reported a position in Truist Financial in Q3 2016 and has held it in 40 quarters since.
  • Silvercrest Asset Management's Truist Financial position peaked at $18.9M in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.