EWA
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EverSource Wealth Advisors’s Truist Financial TFC Stock Holding History

EverSource Wealth Advisors’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 		$658K Sell
13,208
-3,815
-22% -$188K 0.02% 467
2026
Q1 		$783K Buy
17,023
+1,195
+8% +$59K 0.02% 452
2025
Q4 		$779K Buy
15,828
+62
+0.4% +$2.85K 0.03% 399
2025
Q3 		$721K Sell
15,766
-200
-1% -$9.02K 0.03% 392
2025
Q2 		$686K Buy
15,966
+5,041
+46% +$197K 0.03% 364
2025
Q1 		$450K Buy
10,925
+605
+6% +$27K 0.02% 403
2024
Q4 		$448K Buy
10,320
+2,055
+25% +$91.7K 0.03% 398
2024
Q3 		$354K Buy
8,265
+463
+6% +$19.6K 0.02% 405
2024
Q2 		$349K Buy
7,802
+869
+13% +$32.8K 0.02% 396
2024
Q1 		$260K Buy
6,933
+472
+7% +$17.3K 0.02% 420
2023
Q4 		$239K Buy
6,461
+242
+4% +$7.6K 0.02% 391
2023
Q3 		$178K Sell
6,219
-2,870
-32% -$88.3K 0.02% 423
2023
Q2 		$276K Sell
9,089
-2,217
-20% -$68.9K 0.03% 330
2023
Q1 		$386K Buy
11,306
+472
+4% +$20.6K 0.05% 261
2022
Q4 		$466K Sell
10,834
-1,941
-15% -$85.1K 0.07% 205
2022
Q3 		$555K Sell
12,775
-4,723
-27% -$227K 0.13% 161
2022
Q2 		$830K Buy
17,498
+1,718
+11% +$84.7K 0.21% 85
2022
Q1 		$895K Buy
15,780
+3,308
+27% +$204K 0.23% 83
2021
Q4 		$731K Buy
+12,472
New +$762K 0.2% 79

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

EverSource Wealth Advisors's TFC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Truist Financial (TFC) stake by 22% in Q2 2026, selling an estimated $188K and leaving 13,208 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #467.

EverSource Wealth Advisors first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $895K in Q1 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • EverSource Wealth Advisors held 13,208 shares of Truist Financial worth $658K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,815 Truist Financial shares in Q2 2026, an estimated $188K.
  • Truist Financial made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #467 holding.
  • EverSource Wealth Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Truist Financial position peaked at $895K in Q1 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.