EW
TFC icon

Evoke Wealth’s Truist Financial TFC Stock Holding History

Evoke Wealth’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 		– Sell
-15,132
Closed -$696K – 564
2026
Q1 		$696K Buy
15,132
+8,266
+120% +$408K 0.01% 341
2025
Q4 		$338K Buy
6,866
+1,822
+36% +$83.9K 0.01% 490
2025
Q3 		$231K Sell
5,044
-499
-9% -$22.5K ﹤0.01% 569
2025
Q2 		$238K Buy
+5,543
New +$217K 0.01% 517
2022
Q4 		– Sell
-3,260
Closed -$142K – 1063
2022
Q3 		$142K Buy
3,260
+1,477
+83% +$71.1K 0.01% 368
2022
Q2 		$85K Buy
1,783
+758
+74% +$37.4K ﹤0.01% 434
2022
Q1 		$58K Sell
1,025
-260
-20% -$16.1K ﹤0.01% 500
2021
Q4 		$75K Sell
1,285
-849
-40% -$51.9K ﹤0.01% 482
2021
Q3 		$125K Hold
2,134
– – ﹤0.01% 398
2021
Q2 		$118K Sell
2,134
-133
-6% -$7.81K ﹤0.01% 411
2021
Q1 		$132K Buy
2,267
+1,421
+168% +$77.9K 0.01% 353
2020
Q4 		$41K Hold
846
– – ﹤0.01% 397
2020
Q3 		$32K Sell
846
-45
-5% -$1.7K ﹤0.01% 419
2020
Q2 		$33K Sell
891
-1,831
-67% -$65.9K ﹤0.01% 400
2020
Q1 		$83.9K Sell
2,722
-4,009
-60% -$190K 0.01% 283
2019
Q4 		$379K Buy
6,731
+3,819
+131% +$207K 0.05% 144
2019
Q3 		$155K Buy
+2,912
New +$144K 0.02% 303

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

Evoke Wealth's TFC Position: Q2 2026 in Review

Evoke Wealth sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 15,132 shares — an estimated $696K sold.

Evoke Wealth first reported a position in TFC in Q3 2019 and held it in 17 quarters. The position peaked at $696K in Q1 2026. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Evoke Wealth reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 15,132 Truist Financial shares in Q2 2026, an estimated $696K.
  • Evoke Wealth first reported a position in Truist Financial in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Truist Financial position peaked at $696K in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.