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 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 $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return