EWM
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Evermay Wealth Management’s Truist Financial TFC Stock Holding History

Evermay Wealth 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 		$283K Sell
5,689
-66
-1% -$3.25K 0.03% 166
2026
Q1 		$265K Hold
5,755
– – 0.03% 170
2025
Q4 		$283K Hold
5,755
– – 0.03% 168
2025
Q3 		$263K Sell
5,755
-50
-0.9% -$2.25K 0.03% 176
2025
Q2 		$250K Sell
5,805
-150
-3% -$5.87K 0.03% 180
2025
Q1 		$245K Hold
5,955
– – 0.03% 174
2024
Q4 		$258K Hold
5,955
– – 0.04% 170
2024
Q3 		$255K Sell
5,955
-30
-0.5% -$1.27K 0.04% 174
2024
Q2 		$233K Sell
5,985
-449
-7% -$17K 0.04% 186
2024
Q1 		$251K Sell
6,434
-13
-0.2% -$476 0.04% 177
2023
Q4 		$238K Sell
6,447
-1,329
-17% -$41.7K 0.04% 171
2023
Q3 		$222K Buy
7,776
+461
+6% +$14.2K 0.05% 159
2023
Q2 		$222K Sell
7,315
-1,580
-18% -$49.1K 0.04% 166
2023
Q1 		$303K Sell
8,895
-1,378
-13% -$60.2K 0.06% 133
2022
Q4 		$442K Buy
10,273
+1,342
+15% +$58.9K 0.09% 106
2022
Q3 		$389K Sell
8,931
-42
-0.5% -$2.02K 0.08% 110
2022
Q2 		$426K Sell
8,973
-81
-0.9% -$4K 0.08% 100
2022
Q1 		$513K Sell
9,054
-1,600
-15% -$98.8K 0.09% 108
2021
Q4 		$624K Sell
10,654
-140
-1% -$8.55K 0.11% 77
2021
Q3 		$633K Sell
10,794
-250
-2% -$14K 0.12% 66
2021
Q2 		$613K Buy
11,044
+5,320
+93% +$313K 0.11% 77
2021
Q1 		$334K Sell
5,724
-215
-4% -$11.8K 0.07% 129
2020
Q4 		$285K Sell
5,939
-2,669
-31% -$121K 0.06% 143
2020
Q3 		$328K Buy
8,608
+303
+4% +$11.4K 0.08% 111
2020
Q2 		$312K Sell
8,305
-2,867
-26% -$103K 0.08% 111
2020
Q1 		$345K Sell
11,172
-6,107
-35% -$289K 0.1% 94
2019
Q4 		$976K Buy
17,279
+6,383
+59% +$346K 0.24% 46
2019
Q3 		$582K Sell
10,896
-407
-4% -$20.2K 0.16% 66
2019
Q2 		$555K Sell
11,303
-253
-2% -$12.4K 0.15% 67
2019
Q1 		$538K Buy
11,556
+400
+4% +$19.5K 0.15% 68
2018
Q4 		$483K Buy
11,156
+2,707
+32% +$130K 0.16% 66
2018
Q3 		$410K Sell
8,449
-1,325
-14% -$68K 0.13% 87
2018
Q2 		$493K Sell
9,774
-25
-0.3% -$1.33K 0.16% 69
2018
Q1 		$510K Buy
9,799
+1,840
+23% +$99.1K 0.18% 67
2017
Q4 		$396K Buy
+7,959
New +$384K 0.15% 79
2017
Q1 		– Sell
-4,261
Closed -$200K – 103
2016
Q4 		$200K Buy
+4,261
New +$181K 0.1% 80
2015
Q1 		– Sell
-9,086
Closed -$353K – 93
2014
Q4 		$353K Sell
9,086
-1,855
-17% -$69.8K 0.23% 56
2014
Q3 		$407K Sell
10,941
-2
-0% -$76 0.35% 46
2014
Q2 		$431K Buy
10,943
+4,625
+73% +$177K 0.37% 39
2014
Q1 		$253K Buy
+6,318
New +$242K 0.27% 60

Other funds holding TFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Evermay Wealth Management's TFC Position: Q2 2026 in Review

Evermay Wealth Management reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $3.25K and leaving 5,689 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #166.

Evermay Wealth Management first reported a position in TFC in Q1 2014 and has held it in 40 quarters since. The position peaked at $976K in Q4 2019. 545 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Evermay Wealth Management held 5,689 shares of Truist Financial worth $283K as of Q2 2026.
  • Evermay Wealth Management sold 66 Truist Financial shares in Q2 2026, an estimated $3.25K.
  • Truist Financial made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Evermay Wealth Management first reported a position in Truist Financial in Q1 2014 and has held it in 40 quarters since.
  • Evermay Wealth Management's Truist Financial position peaked at $976K in Q4 2019.
  • 545 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.