Truist Financial
TSME icon

Truist Financial’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Truist Financial’s Portfolio TSME Stock Details TSME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$855K Sell
16,318
-363
-2% -$17.2K ﹤0.01% 1871
2026
Q1 		$694K Buy
16,681
+905
+6% +$39.9K ﹤0.01% 1890
2025
Q4 		$657K Buy
15,776
+6,347
+67% +$262K ﹤0.01% 1883
2025
Q3 		$391K Buy
+9,429
New +$380K ﹤0.01% 2168

Other funds holding TSME

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Truist Financial's TSME Position: Q2 2026 in Review

Truist Financial reduced its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 2.2% in Q2 2026, selling an estimated $17.2K and leaving 16,318 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Truist Financial first reported a position in TSME in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

  • Truist Financial held 16,318 shares of Thrivent Small-Mid Cap ESG ETF worth $855K as of Q2 2026.
  • Truist Financial sold 363 Thrivent Small-Mid Cap ESG ETF shares in Q2 2026, an estimated $17.2K.
  • Thrivent Small-Mid Cap ESG ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1871 holding.
  • Truist Financial first reported a position in Thrivent Small-Mid Cap ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.