Truist Financial Corp equities shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 9.6k | 45.72 |
| 2025-06-30 | $457k | 11k | 42.99 |
| 2025-03-31 | $456k | 11k | 41.15 |
| 2024-12-31 | $479k | 11k | 43.38 |
| 2024-09-30 | $443k | 10k | 42.77 |
| 2024-06-30 | $397k | 10k | 38.85 |
| 2024-03-31 | $428k | 11k | 38.98 |
| 2023-12-31 | $451k | 12k | 36.92 |
| 2023-09-30 | $339k | 12k | 28.61 |
| 2022-12-31 | $326k | 7.6k | 43.05 |
| 2022-06-30 | $382k | 8.0k | 47.47 |
| 2022-03-31 | $465k | 8.2k | 56.69 |
| 2021-12-31 | $422k | 7.2k | 58.52 |
| 2021-09-30 | $428k | 7.3k | 58.69 |
| 2021-06-30 | $281k | 5.1k | 55.59 |
| 2021-03-31 | $232k | 4.0k | 58.41 |
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