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
Q3 		$584K Sell
12,863
-3,455
-21% -$167K ﹤0.01% 2118
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

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $336M AUM 20.85% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Truist Financial's TSME Position: Q3 2026 in Review

Truist Financial reduced its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 21% in Q3 2026, selling an estimated $167K and leaving 12,863 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Truist Financial first reported a position in TSME in Q3 2025 and has held it in 5 quarters since. The position peaked at $855K in Q2 2026. 19 funds tracked by Wall St. Rank hold TSME as of Q3 2026.

  • Truist Financial held 12,863 shares of Thrivent Small-Mid Cap ESG ETF worth $584K as of Q3 2026.
  • Truist Financial sold 3,455 Thrivent Small-Mid Cap ESG ETF shares in Q3 2026, an estimated $167K.
  • Thrivent Small-Mid Cap ESG ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2118 holding.
  • Truist Financial first reported a position in Thrivent Small-Mid Cap ESG ETF in Q3 2025 and has held it in 5 quarters since.
  • Truist Financial's Thrivent Small-Mid Cap ESG ETF position peaked at $855K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.