Truist Financial Corp equities shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $541k | 12k | 45.72 |
| 2025-06-30 | $814k | 19k | 42.99 |
| 2025-03-31 | $810k | 20k | 41.15 |
| 2024-12-31 | $847k | 20k | 43.38 |
| 2024-09-30 | $865k | 21k | 42.00 |
| 2024-06-30 | $879k | 21k | 42.41 |
| 2024-03-31 | $1.0M | 29k | 35.71 |
| 2023-12-31 | $1.1M | 29k | 36.92 |
Top funds holding Truist Financial Corp equities
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