Truist Financial
EPM icon

Truist Financial’s Evolution Petroleum EPM Stock Holding History

Truist Financial’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Hold
49,788
– – ﹤0.01% 2572
2025
Q4 		$176K Hold
49,788
– – ﹤0.01% 2631
2025
Q3 		$240K Buy
49,788
+16,898
+51% +$84.2K ﹤0.01% 2445
2025
Q2 		$155K Hold
32,890
– – ﹤0.01% 2453
2025
Q1 		$170K Buy
32,890
+11,374
+53% +$59.3K ﹤0.01% 2395
2024
Q4 		$113K Hold
21,516
– – ﹤0.01% 2454
2024
Q3 		$114K Buy
+21,516
New +$113K ﹤0.01% 2412

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WA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Truist Financial's EPM Position: Q1 2026 in Review

Truist Financial held its Evolution Petroleum (EPM) position steady in Q1 2026 at 49,788 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Truist Financial first reported a position in EPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $240K in Q3 2025. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Truist Financial held 49,788 shares of Evolution Petroleum worth $228K as of Q1 2026.
  • Truist Financial left its Evolution Petroleum share count unchanged in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2572 holding.
  • Truist Financial first reported a position in Evolution Petroleum in Q3 2024 and has held it in 7 quarters since.
  • Truist Financial's Evolution Petroleum position peaked at $240K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.