Stewardship Advisors’s Truist Financial TFC Stock Holding History

Stewardship Advisors’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 Q3	–	Sell	-4,122	Closed	-$205K	–	185
2026 Q2	$205K	Buy	+4,122	New	+$203K	0.04%	173
2026 Q1	–	Sell	-4,084	Closed	-$201K	–	175
2025 Q4	$201K	Buy	+4,084	New	+$188K	0.05%	160
2023 Q2	–	Sell	-6,475	Closed	-$221K	–	43
2023 Q1	$221K	Buy	6,475 +1,566	+32%	+$68.4K	0.08%	37
2022 Q4	$211K	Hold	4,909	–	–	0.09%	49
2022 Q3	$214K	Hold	4,909	–	–	0.09%	42
2022 Q2	$233K	Hold	4,909	–	–	0.1%	45
2022 Q1	$278K	Hold	4,909	–	–	0.1%	45
2021 Q4	$287K	Sell	4,909 -100	-2%	-$6.11K	0.1%	46
2021 Q3	$294K	Hold	5,009	–	–	0.11%	45
2021 Q2	$278K	Hold	5,009	–	–	0.1%	50
2021 Q1	$292K	Hold	5,009	–	–	0.11%	44
2020 Q4	$240K	Sell	5,009 -200	-4%	-$9.06K	0.1%	42
2020 Q3	$219K	Sell	5,209 -800	-13%	-$30.1K	0.11%	33
2020 Q2	$226K	Buy	+6,009	New	+$216K	0.13%	32
2020 Q1	–	Sell	-6,009	Closed	-$338K	–	50
2019 Q4	$338K	Buy	+6,009	New	+$325K	0.21%	37

Other funds holding TFC

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Stewardship Advisors's TFC Position: Q3 2026 in Review

Stewardship Advisors sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 4,122 shares — an estimated $205K sold.

Stewardship Advisors first reported a position in TFC in Q4 2019 and held it in 15 quarters. The position peaked at $338K in Q4 2019. 743 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Stewardship Advisors reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
Stewardship Advisors sold 4,122 Truist Financial shares in Q3 2026, an estimated $205K.
Stewardship Advisors first reported a position in Truist Financial in Q4 2019 and held it in 15 quarters.
Stewardship Advisors's Truist Financial position peaked at $338K in Q4 2019.
743 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.