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Truist Financial Corp equities shares owned by Evolution Wealth Management

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

Historical chart of Evolution 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 Evolution 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $92k 1.8k 49.82
2026-03-31 $35k 765 45.97
2025-12-31 $1.6k 33 49.21
2025-09-30 $1.5k 33 45.73

More positions owned by Evolution Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust All B20 All Etf (SPBW)
Ishares Tr Eafe Grwth Etf (EFG)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Sixth Street Partners Management Company
Victory Capital Management
Invesco
Northern Trust
FMR
Goldman Sachs Group

View all funds holding Truist Financial Corp equities