Truist Financial Corp equities shares owned by Carlson Capital
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Carlson Capital
from 13F filings
Historical chart of Carlson Capital investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Carlson Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.1M | 45k | 45.97 |
| 2025-06-30 | $911k | 21k | 42.99 |
| 2024-06-30 | $3.7M | 96k | 38.85 |
| 2024-03-31 | $5.9M | 152k | 38.98 |
| 2023-12-31 | $23M | 617k | 36.92 |
| 2023-09-30 | $7.3M | 255k | 28.61 |
| 2021-09-30 | $25M | 420k | 58.65 |
| 2021-03-31 | $986k | 17k | 58.31 |
| 2020-09-30 | $37M | 977k | 38.05 |
| 2020-06-30 | $31M | 828k | 37.55 |
| 2020-03-31 | $69M | 2.2M | 30.84 |
| 2019-12-31 | $48M | 852k | 56.32 |
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