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Truist Financial Corp equities shares owned by Evercore Wealth Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Evercore Wealth Management from 13F filings

Historical chart of Evercore Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $430k 15k 28.61
2023-06-30 $434k 14k 30.35
2023-03-31 $334k 9.8k 34.10
2022-12-31 $248k 5.8k 43.03
2022-09-30 $254k 5.8k 43.89
2022-06-30 $265k 5.6k 47.45
2022-03-31 $317k 5.6k 56.79
2021-12-31 $326k 5.6k 58.48
2021-09-30 $324k 5.6k 58.13
2021-06-30 $312k 5.6k 55.75
2021-03-31 $1.1M 18k 58.29
2020-12-31 $657k 14k 47.45
2020-09-30 $502k 13k 37.96
2020-06-30 $502k 13k 37.96
2020-03-31 $471k 15k 30.84
2019-12-31 $967k 17k 55.75