Truist Financial Corp equities shares owned by Fee-Only Financial Planning, L.C.
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Fee-Only Financial Planning, L.C.
from 13F filings
Historical chart of Fee-Only Financial Planning, L.C. investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Fee-Only Financial Planning, L.C.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $618k | 14k | 45.72 |
| 2025-06-30 | $661k | 15k | 42.99 |
| 2025-03-31 | $619k | 15k | 41.15 |
| 2024-12-31 | $689k | 16k | 43.38 |
| 2024-09-30 | $733k | 17k | 42.77 |
| 2024-06-30 | $772k | 20k | 38.85 |
| 2024-03-31 | $780k | 20k | 38.98 |
| 2023-12-31 | $739k | 20k | 36.92 |
| 2023-09-30 | $573k | 20k | 28.61 |
| 2023-06-30 | $607k | 20k | 30.35 |
| 2023-03-31 | $683k | 20k | 34.10 |
| 2022-12-31 | $861k | 20k | 43.03 |
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