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Truist Financial Corp equities shares owned by Creative Planning

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 360k 42.77
2024-06-30 $15M 378k 38.85
2024-03-31 $16M 403k 38.98
2023-12-31 $14M 384k 36.92
2023-09-30 $11M 368k 28.61
2023-06-30 $11M 359k 30.35
2023-03-31 $12M 350k 34.10
2022-12-31 $12M 283k 43.03
2022-09-30 $12M 272k 43.54
2022-06-30 $13M 282k 47.43
2022-03-31 $11M 187k 56.70
2021-12-31 $14M 246k 58.55
2021-09-30 $15M 247k 58.65
2021-06-30 $14M 254k 55.50
2021-03-31 $17M 284k 58.32
2020-12-31 $12M 240k 47.93
2020-09-30 $9.1M 239k 38.05
2020-06-30 $7.8M 209k 37.55
2020-03-31 $7.0M 226k 30.84
2019-12-31 $13M 238k 56.32