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Truist Financial Corp equities shares owned by Copeland Capital Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Copeland Capital Management from 13F filings

Historical chart of Copeland Capital Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Copeland Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Copeland Capital Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.1k 68 30.35
2023-03-31 $563k 17k 34.13
2022-12-31 $731k 17k 43.03
2022-09-30 $772k 18k 43.56
2022-06-30 $888k 19k 47.44
2022-03-31 $1.1M 20k 56.72
2021-12-31 $1.3M 22k 58.55
2021-09-30 $1.3M 22k 58.64
2021-06-30 $1.2M 22k 55.52
2021-03-31 $1.3M 23k 58.30
2020-12-31 $931k 19k 47.91
2020-09-30 $800k 21k 38.05
2020-06-30 $804k 21k 37.56
2020-03-31 $942k 31k 30.86
2019-12-31 $207k 3.7k 56.32