Verdence Capital Advisors’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
Q1 | $4.95M | Buy |
107,596
+150
| +0.1% | +$7.41K | 0.29% | 81 |
|
|
2025
Q4 | $5.29M | Sell |
107,446
-5,835
| -5% | -$269K | 0.31% | 71 |
|
|
2025
Q3 | $5.06M | Buy |
113,281
+11,901
| +12% | +$537K | 0.29% | 80 |
|
|
2025
Q2 | $4.36M | Buy |
101,380
+9,046
| +10% | +$354K | 0.3% | 83 |
|
|
2025
Q1 | $3.8M | Buy |
92,334
+5,187
| +6% | +$231K | 0.29% | 88 |
|
|
2024
Q4 | $3.78M | Sell |
87,147
-1,107
| -1% | -$49.4K | 0.3% | 82 |
|
|
2024
Q3 | $3.77M | Sell |
88,254
-14,556
| -14% | -$615K | 0.3% | 81 |
|
|
2024
Q2 | $3.99M | Sell |
102,810
-6,466
| -6% | -$244K | 0.36% | 67 |
|
|
2024
Q1 | $4.26M | Buy |
109,276
+20,524
| +23% | +$751K | 0.39% | 61 |
|
|
2023
Q4 | $3.28M | Buy |
88,752
+15,646
| +21% | +$491K | 0.32% | 81 |
|
|
2023
Q3 | $2.09M | Buy |
73,106
+11,310
| +18% | +$348K | 0.23% | 117 |
|
|
2023
Q2 | $1.88M | Buy |
61,796
+1,718
| +3% | +$53.4K | 0.22% | 118 |
|
|
2023
Q1 | $2.05M | Buy |
60,078
+3,585
| +6% | +$156K | 0.25% | 107 |
|
|
2022
Q4 | $2.43M | Sell |
56,493
-12,131
| -18% | -$532K | 0.3% | 82 |
|
|
2022
Q3 | $2.99M | Buy |
68,624
+770
| +1% | +$37K | 0.41% | 68 |
|
|
2022
Q2 | $3.22M | Buy |
67,854
+3,597
| +6% | +$177K | 0.42% | 59 |
|
|
2022
Q1 | $3.64M | Sell |
64,257
-3,921
| -6% | -$242K | 0.41% | 61 |
|
|
2021
Q4 | $3.99M | Buy |
68,178
+483
| +0.7% | +$29.5K | 0.47% | 53 |
|
|
2021
Q3 | $3.97M | Buy |
67,695
+4,426
| +7% | +$247K | 0.52% | 46 |
|
|
2021
Q2 | $3.51M | Sell |
63,269
-461
| -0.7% | -$27.1K | 0.49% | 47 |
|
|
2021
Q1 | $3.72M | Buy |
63,730
+7,626
| +14% | +$418K | 0.63% | 36 |
|
|
2020
Q4 | $2.69M | Sell |
56,104
-3,515
| -6% | -$159K | 0.51% | 45 |
|
|
2020
Q3 | $2.27M | Sell |
59,619
-50,010
| -46% | -$1.88M | 0.52% | 50 |
|
|
2020
Q2 | $4.12M | Buy |
109,629
+57
| +0.1% | +$2.05K | 1.01% | 23 |
|
|
2020
Q1 | $3.38M | Buy |
109,572
+799
| +0.7% | +$37.8K | 1.01% | 21 |
|
|
2019
Q4 | $6.13M | Buy |
108,773
+56,939
| +110% | +$3.08M | 1.5% | 9 |
|
|
2019
Q3 | $2.77M | Sell |
51,834
-15,124
| -23% | -$749K | 0.78% | 35 |
|
|
2019
Q2 | $3.29M | Sell |
66,958
-61
| -0.1% | -$2.99K | 0.95% | 27 |
|
|
2019
Q1 | $3.12M | Buy |
67,019
+432
| +0.6% | +$21.1K | 0.84% | 34 |
|
|
2018
Q4 | $2.88M | Buy |
66,587
+1,933
| +3% | +$92.8K | 0.81% | 34 |
|
|
2018
Q3 | $3.14M | Buy |
64,654
+13,453
| +26% | +$690K | 0.78% | 36 |
|
|
2018
Q2 | $2.58M | Sell |
51,201
-2,525
| -5% | -$134K | 0.63% | 48 |
|
|
2018
Q1 | $2.8M | Buy |
53,726
+1,729
| +3% | +$93.1K | 0.67% | 41 |
|
|
2017
Q4 | $2.58M | Buy |
+51,997
| New | +$2.51M | 0.62% | 43 |
|
Other funds holding TFC
VCM
VPM
Verdence Capital Advisors's TFC Position: Q1 2026 in Review
Verdence Capital Advisors increased its Truist Financial (TFC) stake by 0.14% in Q1 2026, buying an estimated $7.41K and bringing the position to 107,596 shares worth $4.95M. The position accounts for 0.29% of the portfolio, ranked #81.
Verdence Capital Advisors first reported a position in TFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.13M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Verdence Capital Advisors held 107,596 shares of Truist Financial worth $4.95M as of Q1 2026.
- Verdence Capital Advisors bought 150 Truist Financial shares in Q1 2026, an estimated $7.41K.
- Truist Financial made up 0.29% of Verdence Capital Advisors's portfolio in Q1 2026, its #81 holding.
- Verdence Capital Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 34 quarters since.
- Verdence Capital Advisors's Truist Financial position peaked at $6.13M in Q4 2019.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.