Everstar Asset Management, LLC

Position in TFC — Truist Financial Corp

CIK 2023744 MOORESVILLE, NC

Position in TFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$302,058

+$20,354 QoQ

Shares Held

6,063

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,198

of 1,678 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Everstar Asset Management, LLC holds $1,776,148 across 4 Banks - Regional names. TFC ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	5,300	$1,261,453
2	TFC	Truist Financial Corp This page	6,063	$302,058
3	NU	Nu Holdings Ltd.	15,916	$212,637
4	SFBS	ServisFirst Bancshares, Inc.	9,908	$0

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,058	6,063	-1.1%	Shares	Sole	2026-08-03
2026-03-31	$281,704	6,128	+1.1%	Shares	Sole	2026-04-16
2025-12-31	$298,360	6,063	0.0%	Shares	Sole	2026-02-05
2025-09-30	$277,200	6,063	+2.6%	Shares	Sole	2025-11-10
2025-06-30	$253,984	5,908	0.0%	Shares	Sole	2025-08-13
2025-03-31	$243,114	5,908	-0.2%	Shares	Sole	2025-08-08
2024-12-31	$256,809	5,920	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.