Truist Financial Corp equities shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $147k | 3.2k | 45.72 |
| 2025-06-30 | $241k | 5.6k | 42.99 |
| 2025-03-31 | $276k | 6.7k | 41.15 |
| 2024-12-31 | $291k | 6.7k | 43.38 |
| 2024-09-30 | $287k | 6.7k | 42.77 |
| 2024-06-30 | $370k | 9.5k | 38.85 |
| 2024-03-31 | $264k | 6.8k | 38.98 |
| 2023-12-31 | $251k | 6.8k | 36.92 |
| 2023-06-30 | $206k | 6.8k | 30.35 |
| 2023-03-31 | $231k | 6.8k | 34.10 |
| 2022-03-31 | $321k | 5.7k | 56.69 |
| 2021-12-31 | $283k | 4.8k | 58.50 |
Top funds holding Truist Financial Corp equities
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