Truist Financial Corp equities shares owned by Forum Financial Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 24k | 45.72 |
| 2025-06-30 | $862k | 20k | 42.99 |
| 2025-03-31 | $778k | 19k | 41.15 |
| 2024-12-31 | $819k | 19k | 43.38 |
| 2024-09-30 | $445k | 10k | 42.77 |
| 2024-06-30 | $400k | 10k | 38.85 |
| 2024-03-31 | $401k | 10k | 38.98 |
| 2023-12-31 | $380k | 10k | 36.92 |
| 2023-09-30 | $307k | 11k | 28.61 |
| 2023-06-30 | $325k | 11k | 30.35 |
| 2023-03-31 | $407k | 12k | 34.10 |
| 2022-12-31 | $624k | 15k | 43.03 |
| 2022-09-30 | $628k | 14k | 43.53 |
| 2022-06-30 | $3.2M | 68k | 47.43 |
| 2022-03-31 | $3.9M | 68k | 56.70 |
| 2021-12-31 | $4.6M | 79k | 58.54 |
More positions owned by Forum Financial Management
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Top funds holding Truist Financial Corp equities
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