Evercore Wealth Management’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
Q2 | $545K | Buy |
10,943
+220
| +2% | +$10.8K | 0.01% | 280 |
|
|
2026
Q1 | $493K | Sell |
10,723
-1,155
| -10% | -$57.1K | 0.01% | 285 |
|
|
2025
Q4 | $585K | Sell |
11,878
-90
| -0.8% | -$4.14K | 0.01% | 268 |
|
|
2025
Q3 | $547K | Sell |
11,968
-520
| -4% | -$23.4K | 0.01% | 282 |
|
|
2025
Q2 | $537K | Sell |
12,488
-125
| -1% | -$4.89K | 0.01% | 275 |
|
|
2025
Q1 | $519K | Buy |
12,613
+10
| +0.1% | +$446 | 0.01% | 271 |
|
|
2024
Q4 | $547K | Hold |
12,603
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $539K | Sell |
12,603
-1,945
| -13% | -$82.1K | 0.01% | 268 |
|
|
2024
Q2 | $565K | Buy |
14,548
+300
| +2% | +$11.3K | 0.01% | 264 |
|
|
2024
Q1 | $555K | Buy |
14,248
+1,190
| +9% | +$43.5K | 0.01% | 269 |
|
|
2023
Q4 | $482K | Sell |
13,058
-1,954
| -13% | -$61.3K | 0.01% | 287 |
|
|
2023
Q3 | $429K | Buy |
15,012
+725
| +5% | +$22.3K | 0.01% | 288 |
|
|
2023
Q2 | $434K | Buy |
14,287
+4,493
| +46% | +$140K | 0.01% | 293 |
|
|
2023
Q1 | $334K | Buy |
9,794
+4,031
| +70% | +$176K | 0.01% | 311 |
|
|
2022
Q4 | $248K | Sell |
5,763
-17
| -0.3% | -$746 | 0.01% | 350 |
|
|
2022
Q3 | $252K | Buy |
5,780
+200
| +4% | +$9.62K | 0.01% | 338 |
|
|
2022
Q2 | $265K | Hold |
5,580
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $317K | Hold |
5,580
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $326K | Hold |
5,580
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $327K | Sell |
5,580
-22
| -0.4% | -$1.23K | 0.01% | 348 |
|
|
2021
Q2 | $311K | Sell |
5,602
-12,430
| -69% | -$730K | 0.01% | 360 |
|
|
2021
Q1 | $1.05M | Buy |
18,032
+4,181
| +30% | +$229K | 0.02% | 218 |
|
|
2020
Q4 | $663K | Buy |
13,851
+629
| +5% | +$28.5K | 0.01% | 255 |
|
|
2020
Q3 | $503K | Sell |
13,222
-9
| -0.1% | -$339 | 0.01% | 263 |
|
|
2020
Q2 | $497K | Sell |
13,231
-2,044
| -13% | -$73.6K | 0.01% | 260 |
|
|
2020
Q1 | $471K | Sell |
15,275
-2,068
| -12% | -$97.8K | 0.02% | 250 |
|
|
2019
Q4 | $976K | Buy |
17,343
+12,374
| +249% | +$670K | 0.03% | 206 |
|
|
2019
Q3 | $265K | Buy |
+4,969
| New | +$246K | 0.01% | 355 |
|
|
2018
Q4 | – | Sell |
-6,575
| Closed | -$319K | – | 412 |
|
|
2018
Q3 | $319K | Buy |
6,575
+91
| +1% | +$4.67K | 0.01% | 337 |
|
|
2018
Q2 | $327K | Buy |
+6,484
| New | +$344K | 0.01% | 316 |
|
|
2018
Q1 | – | Sell |
-3,870
| Closed | -$193K | – | 742 |
|
|
2017
Q4 | $193K | Sell |
3,870
-600
| -13% | -$29K | 0.01% | 367 |
|
|
2017
Q3 | $210K | Hold |
4,470
| – | – | 0.01% | 360 |
|
|
2017
Q2 | $203K | Buy |
4,470
+175
| +4% | +$7.6K | 0.01% | 359 |
|
|
2017
Q1 | $192K | Sell |
4,295
-41
| -0.9% | -$1.92K | 0.01% | 370 |
|
|
2016
Q4 | $204K | Sell |
4,336
-844
| -16% | -$35.9K | 0.01% | 362 |
|
|
2016
Q3 | $195K | Hold |
5,180
| – | – | 0.01% | 380 |
|
|
2016
Q2 | $184K | Sell |
5,180
-1,350
| -21% | -$47.2K | 0.01% | 376 |
|
|
2016
Q1 | $217K | Buy |
6,530
+1,350
| +26% | +$44.8K | 0.01% | 339 |
|
|
2015
Q4 | $196K | Sell |
5,180
-240
| -4% | -$9.03K | 0.01% | 367 |
|
|
2015
Q3 | $192K | Sell |
5,420
-285
| -5% | -$11K | 0.01% | 387 |
|
|
2015
Q2 | $229K | Sell |
5,705
-816
| -13% | -$32.3K | 0.01% | 396 |
|
|
2015
Q1 | $255K | Buy |
6,521
+700
| +12% | +$26.4K | 0.01% | 376 |
|
|
2014
Q4 | $228K | Buy |
5,821
+4,370
| +301% | +$164K | 0.01% | 342 |
|
|
2014
Q3 | $53K | Sell |
1,451
-72
| -5% | -$2.72K | ﹤0.01% | 604 |
|
|
2014
Q2 | $61K | Buy |
1,523
+873
| +134% | +$33.5K | ﹤0.01% | 583 |
|
|
2014
Q1 | $26K | Buy |
650
+250
| +63% | +$9.57K | ﹤0.01% | 706 |
|
|
2013
Q4 | $15K | Sell |
400
-308
| -44% | -$10.6K | ﹤0.01% | 724 |
|
|
2013
Q3 | $24K | Buy |
708
+308
| +77% | +$10.8K | ﹤0.01% | 660 |
|
|
2013
Q2 | $14K | Buy |
+400
| New | +$12.8K | ﹤0.01% | 696 |
|
Other funds holding TFC
Evercore Wealth Management's TFC Position: Q2 2026 in Review
Evercore Wealth Management increased its Truist Financial (TFC) stake by 2.1% in Q2 2026, buying an estimated $10.8K and bringing the position to 10,943 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #280.
Evercore Wealth Management first reported a position in TFC in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.05M in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Evercore Wealth Management held 10,943 shares of Truist Financial worth $545K as of Q2 2026.
- Evercore Wealth Management bought 220 Truist Financial shares in Q2 2026, an estimated $10.8K.
- Truist Financial made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #280 holding.
- Evercore Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 49 quarters since.
- Evercore Wealth Management's Truist Financial position peaked at $1.05M in Q1 2021.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.