Truist Financial Corp equities shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $873k | 19k | 45.72 |
| 2025-06-30 | $847k | 20k | 42.99 |
| 2025-03-31 | $842k | 21k | 41.15 |
| 2024-12-31 | $496k | 11k | 43.38 |
| 2024-09-30 | $344k | 8.1k | 42.77 |
| 2024-06-30 | $313k | 8.1k | 38.85 |
| 2024-03-31 | $248k | 6.4k | 38.98 |
Top funds holding Truist Financial Corp equities
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