Truist Financial Corp equities shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 5.8k | 45.72 |
| 2025-06-30 | $250k | 5.8k | 42.99 |
| 2025-03-31 | $245k | 6.0k | 41.15 |
| 2024-12-31 | $258k | 6.0k | 43.38 |
| 2024-09-30 | $255k | 6.0k | 42.77 |
| 2024-06-30 | $233k | 6.0k | 38.85 |
| 2024-03-31 | $251k | 6.4k | 38.98 |
| 2023-12-31 | $238k | 6.4k | 36.92 |
| 2023-09-30 | $223k | 7.8k | 28.61 |
| 2023-06-30 | $222k | 7.3k | 30.35 |
| 2023-03-31 | $303k | 8.9k | 34.10 |
| 2022-12-31 | $442k | 10k | 43.03 |
| 2022-09-30 | $389k | 8.9k | 43.56 |
| 2022-06-30 | $426k | 9.0k | 47.48 |
| 2022-03-31 | $513k | 9.1k | 56.66 |
| 2021-12-31 | $624k | 11k | 58.57 |
| 2021-09-30 | $633k | 11k | 58.64 |
| 2021-06-30 | $613k | 11k | 55.51 |
| 2021-03-31 | $334k | 5.7k | 58.35 |
| 2020-12-31 | $285k | 5.9k | 47.99 |
| 2020-09-30 | $328k | 8.6k | 38.10 |
| 2020-06-30 | $312k | 8.3k | 37.57 |
| 2020-03-31 | $345k | 11k | 30.88 |
| 2019-12-31 | $976k | 17k | 56.48 |
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