Baltimore-Washington Financial Advisors »

Truist Financial Corp equities shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $252k 5.1k 49.21
2025-09-30 $217k 4.7k 45.72
2025-06-30 $208k 4.8k 42.99
2021-12-31 $207 800 0.26