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Truist Financial Corp equities shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0k 186 42.83
2024-06-30 $7.2k 184 38.94
2024-03-31 $6.0k 154 39.05
2020-03-31 $15k 489 30.67