Everstar Asset Management’s Truist Financial TFC Stock Holding History

Everstar Asset 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	$302K	Sell	6,063 -65	-1%	-$3.2K	0.15%	149
2026 Q1	$282K	Buy	6,128 +65	+1%	+$3.21K	0.15%	145
2025 Q4	$298K	Hold	6,063	–	–	0.16%	145
2025 Q3	$277K	Buy	6,063 +155	+3%	+$6.99K	0.16%	148
2025 Q2	$254K	Hold	5,908	–	–	0.15%	159
2025 Q1	$243K	Sell	5,908 -12	-0.2%	-$535	0.16%	152
2024 Q4	$257K	Buy	+5,920	New	+$264K	0.18%	152

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Everstar Asset Management's TFC Position: Q2 2026 in Review

Everstar Asset Management reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $3.2K and leaving 6,063 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #149.

Everstar Asset Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Everstar Asset Management held 6,063 shares of Truist Financial worth $302K as of Q2 2026.
Everstar Asset Management sold 65 Truist Financial shares in Q2 2026, an estimated $3.2K.
Truist Financial made up 0.15% of Everstar Asset Management's portfolio in Q2 2026, its #149 holding.
Everstar Asset Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.