Truist Financial
EVR icon

Truist Financial’s Evercore EVR Stock Holding History

Truist Financial’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Sell
6,642
-139
-2% -$47.6K ﹤0.01% 1314
2026
Q1 		$2.02M Sell
6,781
-2,149
-24% -$704K ﹤0.01% 1319
2025
Q4 		$3.04M Sell
8,930
-939
-10% -$302K ﹤0.01% 1072
2025
Q3 		$3.33M Sell
9,869
-210
-2% -$65.8K ﹤0.01% 1093
2025
Q2 		$2.72M Buy
10,079
+265
+3% +$58.3K ﹤0.01% 1135
2025
Q1 		$1.96M Buy
9,814
+143
+1% +$35.6K ﹤0.01% 1239
2024
Q4 		$2.68M Buy
9,671
+923
+11% +$261K ﹤0.01% 1103
2024
Q3 		$2.22M Sell
8,748
-15
-0.2% -$3.57K ﹤0.01% 1193
2024
Q2 		$1.83M Buy
8,763
+465
+6% +$90.5K ﹤0.01% 1319
2024
Q1 		$1.6M Sell
8,298
-1,091
-12% -$197K ﹤0.01% 1392
2023
Q4 		$1.61M Sell
9,389
-1,681
-15% -$243K ﹤0.01% 1373
2023
Q3 		$1.53M Sell
11,070
-11,089
-50% -$1.51M ﹤0.01% 1376
2023
Q2 		$2.74M Sell
22,159
-438
-2% -$50.4K ﹤0.01% 1110
2023
Q1 		$2.61M Buy
22,597
+10,968
+94% +$1.36M ﹤0.01% 1098
2022
Q4 		$1.27M Sell
11,629
-1,329
-10% -$139K ﹤0.01% 1443
2022
Q3 		$1.07M Sell
12,958
-11,557
-47% -$1.09M ﹤0.01% 1467
2022
Q2 		$2.29M Sell
24,515
-5,668
-19% -$604K ﹤0.01% 1143
2022
Q1 		$3.36M Sell
30,183
-6,891
-19% -$848K 0.01% 1048
2021
Q4 		$5.04M Sell
37,074
-6,589
-15% -$961K 0.01% 883
2021
Q3 		$5.84M Sell
43,663
-4,966
-10% -$675K 0.01% 818
2021
Q2 		$6.85M Buy
48,629
+21,723
+81% +$3.04M 0.01% 762
2021
Q1 		$3.54M Buy
26,906
+5,841
+28% +$713K 0.01% 985
2020
Q4 		$2.31M Sell
21,065
-2,672
-11% -$238K ﹤0.01% 1112
2020
Q3 		$1.55M Sell
23,737
-2,222
-9% -$135K ﹤0.01% 1174
2020
Q2 		$1.53M Sell
25,959
-1,871
-7% -$102K ﹤0.01% 1135
2020
Q1 		$1.28M Buy
27,830
+171
+0.6% +$11.5K ﹤0.01% 1156
2019
Q4 		$2.07M Buy
27,659
+2,518
+10% +$192K ﹤0.01% 1122
2019
Q3 		$2.01M Sell
25,141
-427
-2% -$35.4K 0.03% 355
2019
Q2 		$2.27M Sell
25,568
-1,483
-5% -$132K 0.04% 333
2019
Q1 		$2.46M Sell
27,051
-1,055
-4% -$92.6K 0.04% 323
2018
Q4 		$2.01M Sell
28,106
-1,651
-6% -$136K 0.04% 336
2018
Q3 		$2.99M Sell
29,757
-1,236
-4% -$133K 0.05% 308
2018
Q2 		$3.27M Sell
30,993
-1,919
-6% -$198K 0.06% 288
2018
Q1 		$2.87M Sell
32,912
-4,773
-13% -$450K 0.05% 310
2017
Q4 		$3.39M Sell
37,685
-3,088
-8% -$258K 0.06% 289
2017
Q3 		$3.27M Sell
40,773
-4,980
-11% -$374K 0.06% 287
2017
Q2 		$3.23M Sell
45,753
-4,576
-9% -$333K 0.06% 295
2017
Q1 		$3.92M Sell
50,329
-2,978
-6% -$231K 0.08% 273
2016
Q4 		$3.66M Sell
53,307
-551
-1% -$33.9K 0.07% 279
2016
Q3 		$2.77M Sell
53,858
-340
-0.6% -$17.1K 0.06% 326
2016
Q2 		$2.4M Buy
+54,198
New +$2.7M 0.05% 339

Other funds holding EVR

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial's EVR Position: Q2 2026 in Review

Truist Financial reduced its Evercore (EVR) stake by 2% in Q2 2026, selling an estimated $47.6K and leaving 6,642 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Truist Financial first reported a position in EVR in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.85M in Q2 2021. 279 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Truist Financial held 6,642 shares of Evercore worth $2.27M as of Q2 2026.
  • Truist Financial sold 139 Evercore shares in Q2 2026, an estimated $47.6K.
  • Evercore made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1314 holding.
  • Truist Financial first reported a position in Evercore in Q2 2016 and has held it in 41 quarters since.
  • Truist Financial's Evercore position peaked at $6.85M in Q2 2021.
  • 279 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.