Truist Financial Corp equities shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Truist Financial Corp equities
Tip: Access up to 7 years of quarterly data
All positions including Truist Financial Corp equities held by Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Truist Financial Corp equities by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 5.7k | 43.91 |
| 2025-06-30 | $247k | 5.7k | 43.41 |
| 2025-03-31 | $221k | 5.7k | 38.76 |
| 2024-12-31 | $267k | 5.7k | 46.89 |
| 2024-09-30 | $236k | 5.5k | 43.29 |
| 2024-06-30 | $363k | 8.2k | 44.15 |
| 2024-03-31 | $321k | 8.2k | 39.10 |
| 2023-12-31 | $266k | 7.0k | 38.00 |
| 2023-06-30 | $234k | 7.2k | 32.60 |
| 2023-03-31 | $245k | 7.2k | 34.10 |
| 2022-12-31 | $497k | 12k | 43.03 |
| 2022-09-30 | $533k | 12k | 43.50 |
| 2022-06-30 | $578k | 12k | 47.47 |
| 2022-03-31 | $653k | 12k | 56.74 |
| 2021-12-31 | $426k | 6.5k | 65.53 |
| 2021-09-30 | $357k | 6.1k | 58.60 |
| 2021-06-30 | $336k | 6.0k | 55.56 |
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities