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Truist Financial Corp equities shares owned by Ellis Investment Partners

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

Historical chart of Ellis Investment Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 4.1k 49.22
2022-09-30 $119k 2.7k 43.30
2022-06-30 $127k 2.7k 47.26
2022-03-31 $151k 2.7k 56.55
2021-12-31 $155k 2.7k 58.34
2021-09-30 $155k 2.6k 58.62
2021-06-30 $145k 2.6k 55.13
2021-03-31 $153k 2.6k 58.44
2020-12-31 $125k 2.6k 47.97
2020-09-30 $98k 2.6k 37.82
2020-06-30 $93k 2.6k 36.16
2020-03-31 $72k 2.6k 28.18
2019-12-31 $150k 2.7k 56.48