Heritage Investors Management Corp. »

Truist Financial Corp equities shares owned by Heritage Investors Management Corp.

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Heritage Investors Management Corp. from 13F filings

Historical chart of Heritage Investors Management Corp. investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Heritage Investors Management Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Heritage Investors Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $538k 12k 45.69
2025-06-30 $506k 12k 42.97
2025-03-31 $485k 12k 41.19
2024-12-31 $511k 12k 43.40
2024-09-30 $469k 11k 42.73