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Everhart Financial Group’s Truist Financial TFC Stock Holding History

Everhart Financial Group’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 		$288K Sell
5,782
-583
-9% -$28.7K 0.02% 382
2026
Q1 		$293K Buy
+6,365
New +$315K 0.02% 362

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DLA
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FWIA
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Swedbank
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Wealth Enhancement Advisory Services
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GGI
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
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CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's TFC Position: Q2 2026 in Review

Everhart Financial Group reduced its Truist Financial (TFC) stake by 9.2% in Q2 2026, selling an estimated $28.7K and leaving 5,782 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #382.

Everhart Financial Group first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $293K in Q1 2026. 314 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Everhart Financial Group held 5,782 shares of Truist Financial worth $288K as of Q2 2026.
  • Everhart Financial Group sold 583 Truist Financial shares in Q2 2026, an estimated $28.7K.
  • Truist Financial made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #382 holding.
  • Everhart Financial Group first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Truist Financial position peaked at $293K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.