Truist Financial Corp equities shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth 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 BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Truist Financial Corp equities by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 11k | 45.72 |
| 2025-06-30 | $517k | 12k | 42.99 |
| 2025-03-31 | $517k | 13k | 41.15 |
| 2024-12-31 | $990k | 23k | 43.38 |
| 2024-09-30 | $982k | 23k | 42.77 |
| 2024-06-30 | $931k | 24k | 38.85 |
| 2024-03-31 | $1.0M | 26k | 38.98 |
| 2023-12-31 | $1.2M | 31k | 36.92 |
| 2023-09-30 | $1.0M | 36k | 28.61 |
| 2023-06-30 | $1.2M | 39k | 30.35 |
| 2023-03-31 | $1.2M | 34k | 34.10 |
| 2022-12-31 | $1.2M | 29k | 43.03 |
| 2022-09-30 | $1.3M | 31k | 43.55 |
| 2022-06-30 | $1.5M | 32k | 47.42 |
| 2022-03-31 | $255k | 4.5k | 56.76 |
| 2021-12-31 | $246k | 4.2k | 58.54 |
| 2021-09-30 | $247k | 4.2k | 58.54 |
| 2021-06-30 | $235k | 4.2k | 55.46 |
| 2021-03-31 | $235k | 4.0k | 58.24 |
| 2020-12-31 | $323k | 6.7k | 47.99 |
| 2020-09-30 | $248k | 6.5k | 38.00 |
| 2020-06-30 | $229k | 6.1k | 37.48 |
| 2020-03-31 | $200k | 6.5k | 30.80 |
| 2019-12-31 | $266k | 4.7k | 56.42 |
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities