Truist Financial Corp equities shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 8.5k | 45.72 |
| 2025-06-30 | $363k | 8.4k | 42.99 |
| 2025-03-31 | $343k | 8.3k | 41.15 |
| 2024-12-31 | $361k | 8.3k | 43.38 |
| 2024-09-30 | $360k | 8.4k | 42.77 |
| 2024-06-30 | $319k | 8.2k | 38.85 |
| 2024-03-31 | $329k | 8.5k | 38.98 |
| 2023-12-31 | $307k | 8.3k | 36.92 |
| 2023-09-30 | $263k | 9.2k | 28.61 |
| 2023-06-30 | $307k | 9.2k | 33.43 |
| 2023-03-31 | $262k | 7.7k | 34.10 |
| 2022-12-31 | $358k | 8.3k | 43.03 |
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