A detailed history of Evercore Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 12,603 shares of TFC stock, worth $554,405. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,603
Previous 14,548 13.37%
Holding current value
$554,405
Previous $565,000 4.78%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$38.22 - $44.94 $74,337 - $87,408
-1,945 Reduced 13.37%
12,603 $538,000
Q2 2024

Aug 14, 2024

BUY
$35.41 - $40.18 $10,622 - $12,054
300 Added 2.11%
14,548 $565,000
Q1 2024

May 15, 2024

BUY
$34.53 - $38.98 $41,090 - $46,386
1,190 Added 9.11%
14,248 $555,000
Q4 2023

Feb 14, 2024

SELL
$27.03 - $37.64 $52,816 - $73,548
-1,954 Reduced 13.02%
13,058 $482,000
Q3 2023

Nov 14, 2023

BUY
$27.97 - $35.59 $20,278 - $25,802
725 Added 5.07%
15,012 $429,000
Q2 2023

Aug 04, 2023

BUY
$26.21 - $34.79 $117,761 - $156,311
4,493 Added 45.88%
14,287 $433,000
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $123,187 - $203,122
4,031 Added 69.95%
9,794 $333,000
Q4 2022

Feb 14, 2023

SELL
$40.42 - $47.26 $687 - $803
-17 Reduced 0.29%
5,763 $247,000
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $4,082 - $10,094
200 Added 3.58%
5,780 $252,000
Q3 2021

Nov 15, 2021

SELL
$52.18 - $60.15 $1,147 - $1,323
-22 Reduced 0.39%
5,580 $327,000
Q2 2021

Aug 16, 2021

SELL
$52.81 - $62.14 $656,428 - $772,400
-12,430 Reduced 68.93%
5,602 $311,000
Q1 2021

May 17, 2021

BUY
$47.18 - $60.17 $197,259 - $251,570
4,181 Added 30.19%
18,032 $1.05 Million
Q4 2020

Feb 16, 2021

BUY
$38.75 - $49.04 $24,373 - $30,846
629 Added 4.76%
13,851 $663,000
Q3 2020

Nov 16, 2020

SELL
$33.61 - $40.81 $302 - $367
-9 Reduced 0.07%
13,222 $503,000
Q2 2020

Aug 13, 2020

SELL
$27.21 - $46.37 $55,617 - $94,780
-2,044 Reduced 13.38%
13,231 $497,000
Q1 2020

May 14, 2020

SELL
$25.69 - $56.67 $53,126 - $117,193
-2,068 Reduced 11.92%
15,275 $471,000
Q4 2019

Feb 13, 2020

BUY
$50.81 - $56.72 $881,197 - $983,694
17,343 New
17,343 $976,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $58.4B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
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