Truist Financial Corp equities shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Truist Financial Corp equities
Tip: Access up to 7 years of quarterly data
All positions including Truist Financial Corp equities held by GoalVest Advisory 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 GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4k | 205 | 45.72 |
| 2025-06-30 | $8.8k | 205 | 42.99 |
| 2025-03-31 | $288 | 7 | 41.14 |
| 2023-12-31 | $5.4k | 145 | 36.92 |
| 2023-06-30 | $871k | 29k | 30.35 |
| 2023-03-31 | $1.0M | 31k | 34.10 |
| 2022-12-31 | $1.2M | 29k | 43.03 |
| 2022-09-30 | $1.1M | 25k | 43.54 |
| 2022-06-30 | $1.0M | 21k | 48.65 |
| 2022-03-31 | $1.0k | 14 | 71.43 |
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities