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Stewardship Advisors, LLC

SEC CIK
0001733219
Latest filing
Jul 20, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Stewardship Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
4,122
Value
$205.4K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of TFC by Stewardship Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,122$205.4K<0.1%+4,122NewHolders
Q1 20260$00.0%−4,084−100.0%Sold outHolders
Q4 20254,084$201.0K<0.1%+4,084NewHolders
Q2 20230$00.0%−6,475−100.0%Sold outHolders
Q1 20236,475$220.8K0.1%+1,566+31.9%AddedHolders
Q4 20224,909$211.2K0.1%00.0%UnchangedHolders
Q3 20224,909$214.0K0.1%00.0%UnchangedHolders
Q2 20224,909$233.0K0.1%00.0%UnchangedHolders
Q1 20224,909$278.0K0.1%00.0%UnchangedHolders
Q4 20214,909$287.0K0.1%−100−2.0%ReducedHolders
Q3 20215,009$294.0K0.1%00.0%UnchangedHolders
Q2 20215,009$278.0K0.1%00.0%UnchangedHolders
Q1 20215,009$292.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.