Everett Harris & Co’s Truist Financial TFC Stock Holding History

Everett Harris & Co’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,080	Closed	-$417K	–	300
2026 Q1	$417K	Hold	9,080	–	–	0.01%	243
2025 Q4	$447K	Hold	9,080	–	–	0.01%	236
2025 Q3	$415K	Hold	9,080	–	–	0.01%	238
2025 Q2	$390K	Sell	9,080 -53	-0.6%	-$2.07K	0.01%	243
2025 Q1	$376K	Hold	9,133	–	–	﹤0.01%	237
2024 Q4	$396K	Hold	9,133	–	–	0.01%	217
2024 Q3	$391K	Hold	9,133	–	–	﹤0.01%	206
2024 Q2	$355K	Sell	9,133 -165	-2%	-$6.23K	﹤0.01%	209
2024 Q1	$362K	Hold	9,298	–	–	﹤0.01%	206
2023 Q4	$343K	Sell	9,298 -53	-0.6%	-$1.66K	﹤0.01%	210
2023 Q3	$268K	Hold	9,351	–	–	﹤0.01%	218
2023 Q2	$284K	Hold	9,351	–	–	﹤0.01%	213
2023 Q1	$319K	Hold	9,351	–	–	0.01%	208
2022 Q4	$402K	Buy	+9,351	New	+$410K	0.01%	189

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Everett Harris & Co's TFC Position: Q2 2026 in Review

Everett Harris & Co sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 9,080 shares — an estimated $417K sold.

Everett Harris & Co first reported a position in TFC in Q4 2022 and held it in 14 quarters. The position peaked at $447K in Q4 2025. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Everett Harris & Co reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Everett Harris & Co sold 9,080 Truist Financial shares in Q2 2026, an estimated $417K.
Everett Harris & Co first reported a position in Truist Financial in Q4 2022 and held it in 14 quarters.
Everett Harris & Co's Truist Financial position peaked at $447K in Q4 2025.
1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.