INSPIRE TRUST CO, N.A. TFC — TRUIST FINL CORP COM

Ownership history in INSPIRE TRUST CO, N.A.  ·  9 quarters on record

AI Ownership Summary

INSPIRE TRUST CO, N.A. reported TRUIST FINL CORP COM (TFC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.97% in 2024 Q1. The latest visible filing shows TFC at 0.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSPIRE TRUST CO, N.A.'s position in TRUIST FINL CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TFC was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFC stock page INSPIRE TRUST CO, N.A. fund profile INSPIRE TRUST CO, N.A. full holdings
How INSPIRE TRUST CO, N.A. held TFC — position size vs. price
% of Fund (quarterly)    TFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 116,000 +3,000 +2.7% 0.94% $5.7M 2026-02-14 (Est.) $51.90
2025 Q3 ADDED — — — 113,000 +5,000 +4.6% 0.94% $5.2M 2025-11-10 $44.16
2025 Q2 ADDED — — — 108,000 +18,000 +20.0% 0.96% $4.6M 2025-08-14 $43.99
2025 Q1 ADDED — — — 90,000 +8,000 +9.8% 0.88% $3.7M 2025-05-13 $39.98
2024 Q4 ADDED — — — 82,000 +7,000 +9.3% 0.91% $3.6M 2025-02-18 $45.42
2024 Q3 ADDED — — — 75,000 +9,163 +13.9% 0.88% $3.2M 2024-12-02 $44.32
2024 Q2 ADDED — — — 65,837 +21,180 +47.4% 0.84% $2.6M 2024-08-13 $38.89
2024 Q1 ADDED — — — 44,657 +19,300 +76.1% 0.97% $1.7M 2024-05-15 $37.02
2023 Q4 INITIATED — — — 25,357 — — 0.97% $936K 2024-02-15 $33.03

🏢 Other funds also holding TFC

As of 2026 Q1 — sorted by position size

MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.99% COERENTE CAPITAL MANAGEMENT 3Y 2.9% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.62% Baugh & Associates, LLC 3Y 7Y 2.43% Welch Group, LLC 3Y 7Y 2.3% GODSEY & GIBB, INC 3Y 7Y 1.95% Towne Trust Company, N.A 3Y 7Y 1.76% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 1.72% Signature Wealth Management Group 3Y 7Y 1.57% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 1.32%

FAQ About INSPIRE TRUST CO, N.A. and TFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSPIRE TRUST CO, N.A. reported owning TFC?

INSPIRE TRUST CO, N.A. reported TFC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TFC position in INSPIRE TRUST CO, N.A.'s portfolio?

The largest reported portfolio weight for TFC was 0.97% in 2024 Q1.

What is the latest reported TFC position on this page?

The most recent filing on this page is 2025 Q4, when INSPIRE TRUST CO, N.A. reported 116,000 shares, equal to 0.94% of portfolio, with an estimated market value of $5.7M.

What does the chart on this TFC ownership page compare?

The chart compares INSPIRE TRUST CO, N.A.'s quarterly TFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INSPIRE TRUST CO, N.A. time their TFC position?

Based on 13F filing dates vs. subsequent TFC price moves, INSPIRE TRUST CO, N.A. correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on TFC relative to SPY over the holding period was +7.5%.

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