Truist Financial Corp equities shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 75k | 38.98 |
| 2023-12-31 | $2.8M | 75k | 36.92 |
| 2023-09-30 | $2.2M | 78k | 28.61 |
| 2023-06-30 | $2.9M | 96k | 30.35 |
| 2023-03-31 | $2.9M | 84k | 34.10 |
| 2022-12-31 | $3.4M | 79k | 43.03 |
| 2022-09-30 | $3.6M | 83k | 43.54 |
| 2022-06-30 | $3.9M | 83k | 47.43 |
| 2022-03-31 | $4.7M | 83k | 56.70 |
| 2021-12-31 | $4.8M | 82k | 58.55 |
| 2021-09-30 | $355k | 6.1k | 58.65 |
| 2021-06-30 | $4.5M | 81k | 55.50 |
| 2021-03-31 | $4.5M | 77k | 58.32 |
| 2020-12-31 | $3.4M | 72k | 47.93 |
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