Truist Financial Corp equities shares owned by BlueChip Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by BlueChip Wealth Advisors
from 13F filings
Historical chart of BlueChip Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by BlueChip Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 51k | 49.21 |
| 2025-09-30 | $2.3M | 50k | 45.72 |
| 2025-06-30 | $2.2M | 52k | 42.99 |
| 2025-03-31 | $2.2M | 53k | 41.15 |
| 2024-12-31 | $2.4M | 56k | 43.38 |
| 2024-09-30 | $2.6M | 60k | 42.77 |
| 2024-06-30 | $2.8M | 71k | 38.85 |
| 2024-03-31 | $3.1M | 80k | 38.98 |
| 2023-12-31 | $3.9M | 105k | 36.92 |
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