Truist Financial Corp equities shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $250k | 5.8k | 42.99 |
| 2025-03-31 | $218k | 5.3k | 41.15 |
| 2024-12-31 | $232k | 5.3k | 43.38 |
| 2024-09-30 | $227k | 5.3k | 42.77 |
| 2024-06-30 | $205k | 5.3k | 38.85 |
| 2024-03-31 | $209k | 5.4k | 38.98 |
| 2023-12-31 | $183k | 4.9k | 36.92 |
| 2023-09-30 | $139k | 4.8k | 28.61 |
| 2023-06-30 | $137k | 4.5k | 30.35 |
| 2023-03-31 | $143k | 4.2k | 34.10 |
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