Truist Financial Corp equities shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $885k | 19k | 45.72 |
| 2025-06-30 | $820k | 19k | 42.99 |
| 2025-03-31 | $7.5M | 182k | 41.15 |
| 2024-12-31 | $7.4M | 172k | 43.38 |
| 2024-09-30 | $7.1M | 166k | 42.77 |
| 2024-06-30 | $644k | 17k | 38.85 |
| 2024-03-31 | $639k | 16k | 38.98 |
| 2023-03-31 | $1.9M | 56k | 34.10 |
| 2022-12-31 | $2.8M | 65k | 43.03 |
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