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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

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All positions including Truist Financial Corp equities held by Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
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