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Evergreen Capital Management’s Truist Financial TFC Stock Holding History

Evergreen Capital Management’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 		$1.41M Buy
28,372
+9,677
+52% +$476K 0.02% 417
2026
Q1 		$859K Buy
18,695
+7,648
+69% +$378K 0.02% 539
2025
Q4 		$544K Sell
11,047
-406
-4% -$18.7K 0.01% 700
2025
Q3 		$524K Buy
11,453
+2,221
+24% +$100K 0.01% 638
2025
Q2 		$397K Sell
9,232
-5,545
-38% -$217K 0.01% 661
2025
Q1 		$608K Sell
14,777
-135
-0.9% -$6.01K 0.02% 440
2024
Q4 		$647K Buy
14,912
+136
+0.9% +$6.07K 0.02% 432
2024
Q3 		$632K Buy
14,776
+548
+4% +$23.1K 0.02% 432
2024
Q2 		$553K Buy
14,228
+1,063
+8% +$40.2K 0.02% 442
2024
Q1 		$513K Buy
13,165
+5,305
+67% +$194K 0.02% 446
2023
Q4 		$290K Sell
7,860
-9,530
-55% -$299K 0.01% 609
2023
Q3 		$498K Buy
17,390
+2,998
+21% +$92.2K 0.02% 394
2023
Q2 		$437K Buy
14,392
+7,242
+101% +$225K 0.02% 426
2023
Q1 		$244K Sell
7,150
-6,443
-47% -$281K 0.01% 585
2022
Q4 		$585K Buy
13,593
+6,041
+80% +$265K 0.03% 347
2022
Q3 		$329K Sell
7,552
-671
-8% -$32.3K 0.02% 427
2022
Q2 		$390K Buy
8,223
+231
+3% +$11.4K 0.02% 372
2022
Q1 		$453K Buy
7,992
+1,017
+15% +$62.8K 0.02% 398
2021
Q4 		$408K Buy
6,975
+667
+11% +$40.8K 0.02% 409
2021
Q3 		$370K Buy
6,308
+1,415
+29% +$79.1K 0.02% 397
2021
Q2 		$272K Buy
4,893
+1
+0% +$59 0.01% 444
2021
Q1 		$285K Buy
+4,892
New +$268K 0.01% 410
2018
Q2 		– Sell
-3,971
Closed -$207K – 397
2018
Q1 		$207K Buy
+3,971
New +$214K 0.02% 335

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evergreen Capital Management's TFC Position: Q2 2026 in Review

Evergreen Capital Management increased its Truist Financial (TFC) stake by 52% in Q2 2026, buying an estimated $476K and bringing the position to 28,372 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #417.

Evergreen Capital Management first reported a position in TFC in Q1 2018 and has held it in 23 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Evergreen Capital Management held 28,372 shares of Truist Financial worth $1.41M as of Q2 2026.
  • Evergreen Capital Management bought 9,677 Truist Financial shares in Q2 2026, an estimated $476K.
  • Truist Financial made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #417 holding.
  • Evergreen Capital Management first reported a position in Truist Financial in Q1 2018 and has held it in 23 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.