Evolution Advisers’s Truist Financial TFC Stock Holding History

Evolution Advisers’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 Q1	–	Sell	-73,840	Closed	-$73K	–	170
2025 Q4	$73K	Sell	73,840 -930	-1%	-$42.8K	0.03%	78
2025 Q3	$116K	Hold	74,770	–	–	0.05%	61
2025 Q2	$113K	Hold	74,770	–	–	0.06%	57
2025 Q1	$112K	Sell	74,770 -16	-0%	-$713	0.06%	55
2024 Q4	$114K	Sell	74,786 -79	-0.1%	-$3.52K	0.06%	55
2024 Q3	$117K	Hold	74,865	–	–	0.06%	50
2024 Q2	$113K	Buy	74,865 +16	+0%	+$604	0.07%	50
2024 Q1	$114K	Buy	74,849 +73,340	+4,860%	+$2.68M	0.07%	51
2023 Q4	$57K	Buy	1,509 +500	+50%	+$15.7K	0.04%	78
2023 Q3	$28K	Hold	1,009	–	–	0.02%	85
2023 Q2	$30K	Hold	1,009	–	–	0.02%	84
2023 Q1	$34K	Sell	1,009 -183	-15%	-$7.99K	0.02%	74
2022 Q4	$50K	Buy	1,192 +76	+7%	+$3.33K	0.04%	62
2022 Q3	$48K	Hold	1,116	–	–	0.04%	61
2022 Q2	$53K	Hold	1,116	–	–	0.04%	60
2022 Q1	$63K	Hold	1,116	–	–	0.05%	56
2021 Q4	$65K	Buy	+1,116	New	+$68.2K	0.05%	50

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Evolution Advisers's TFC Position: Q1 2026 in Review

Evolution Advisers sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 73,840 shares — an estimated $73K sold.

Evolution Advisers first reported a position in TFC in Q4 2021 and held it in 17 quarters. The position peaked at $117K in Q3 2024. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Evolution Advisers reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Evolution Advisers sold 73,840 Truist Financial shares in Q1 2026, an estimated $73K.
Evolution Advisers first reported a position in Truist Financial in Q4 2021 and held it in 17 quarters.
Evolution Advisers's Truist Financial position peaked at $117K in Q3 2024.
1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.