Truist Financial Corp equities shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.1M | 166k | 36.92 |
| 2023-09-30 | $4.6M | 161k | 28.61 |
| 2023-06-30 | $4.9M | 162k | 30.35 |
| 2023-03-31 | $6.2M | 182k | 34.10 |
| 2022-12-31 | $11M | 262k | 43.03 |
| 2022-09-30 | $12M | 285k | 43.54 |
| 2022-06-30 | $14M | 293k | 47.43 |
| 2022-03-31 | $19M | 329k | 56.70 |
| 2021-12-31 | $20M | 342k | 58.55 |
| 2021-09-30 | $21M | 349k | 58.65 |
| 2021-06-30 | $20M | 351k | 55.50 |
| 2021-03-31 | $22M | 370k | 58.32 |
| 2020-12-31 | $18M | 372k | 47.93 |
| 2020-09-30 | $11M | 289k | 38.05 |
| 2020-06-30 | $12M | 321k | 37.55 |
| 2020-03-31 | $10M | 334k | 30.84 |
| 2019-12-31 | $18M | 326k | 56.32 |
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