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 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%	-$9.05K	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 $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Stewardship Advisors's TFC Position: Q2 2026 in Review

Stewardship Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 4,122 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings. This is a return to the name: Stewardship Advisors previously reported a position in TFC as recently as Q4 2025.

Stewardship Advisors first reported a position in TFC in Q4 2019 and has held it in 15 quarters since. The position peaked at $338K in Q4 2019. 738 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Stewardship Advisors held 4,122 shares of Truist Financial worth $205K as of Q2 2026.
Truist Financial was a new Stewardship Advisors position in Q2 2026.
Truist Financial made up 0.04% of Stewardship Advisors's portfolio in Q2 2026, its #173 holding.
Stewardship Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 15 quarters since.
Stewardship Advisors's Truist Financial position peaked at $338K in Q4 2019.
738 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.