Evercore Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1482689 New York, NY

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$545,179

+$52,243 QoQ

Shares Held

10,943

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#967

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 3% None 0%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $4,498,312 across 5 Banks - Regional names. TFC ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	7,860	$1,935,288
2	USB	US Bancorp De	21,909	$1,323,303
3	TFC	Truist Financial Corp This page	10,943	$545,179
4	WBS	Webster Financial Corp	5,462	$417,406
5	COLB	Columbia Banking System, Inc.	8,647	$277,136

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,179	10,943	+2.1%	Shares	Sole	2026-08-14
2026-03-31	$492,936	10,723	-9.7%	Shares	Defined	2026-05-15
2025-12-31	$584,516	11,878	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$547,176	11,968	-4.2%	Shares	Defined	2025-11-14
2025-06-30	$536,858	12,488	-1.0%	Shares	Defined	2025-08-14
2025-03-31	$519,024	12,613	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$546,717	12,603	0.0%	Shares	Sole	2025-02-14
2024-09-30	$539,029	12,603	-13.4%	Shares	Defined	2024-11-14
2024-06-30	$565,189	14,548	+2.1%	Shares	Sole	2024-08-14
2024-03-31	$555,386	14,248	+9.1%	Shares	Sole	2024-05-15
2023-12-31	$482,100	13,058	-13.0%	Shares	Sole	2024-02-14
2023-09-30	$429,492	15,012	+5.1%	Shares	Sole	2023-11-14
2023-06-30	$433,609	14,287	+45.9%	Shares	Defined	2023-08-04
2023-03-31	$333,975	9,794	+69.9%	Shares	Sole	2023-05-15
2022-12-31	$247,981	5,763	-0.3%	Shares	Defined	2023-02-14
2022-09-30	$251,660	5,780	+3.6%	Shares	Defined	2022-11-14
2022-06-30	$264,658	5,580	0.0%	Shares	Defined	2022-08-15
2022-03-31	$316,385	5,580	0.0%	Shares	Sole	2022-05-16
2021-12-31	$326,708	5,580	0.0%	Shares	Sole	2022-02-14
2021-09-30	$327,266	5,580	-0.4%	Shares	Defined	2021-11-15
2021-06-30	$310,910	5,602	-68.9%	Shares	Defined	2021-08-16
2021-03-31	$1,051,625	18,032	+30.2%	Shares	Sole	2021-05-17
2020-12-31	$663,877	13,851	+4.8%	Shares	Defined	2021-02-16
2020-09-30	$503,096	13,222	-0.1%	Shares	Defined	2020-11-16
2020-06-30	$496,823	13,231	-13.4%	Shares	Defined	2020-08-13
2020-03-31	$471,080	15,275	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.