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Truist Financial Corp equities shares owned by Icon Wealth Partners

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

Historical chart of Icon Wealth Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $811k 28k 28.61
2023-06-30 $2.6M 87k 30.35
2023-03-31 $4.3M 127k 34.10
2022-06-30 $5.4M 113k 47.43
2022-03-31 $6.9M 122k 56.70
2021-12-31 $7.2M 123k 58.55
2021-09-30 $7.4M 127k 58.65
2021-06-30 $7.2M 129k 55.50
2021-03-31 $6.5M 111k 58.32
2020-12-31 $4.4M 91k 47.93
2020-09-30 $3.1M 83k 38.05
2020-06-30 $769k 21k 37.53