Truist Financial Corp equities shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors 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 Wealth Advisors 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 Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 41k | 42.77 |
| 2024-06-30 | $1.6M | 42k | 38.85 |
| 2024-03-31 | $18k | 720 | 24.54 |
| 2023-12-31 | $1.6M | 43k | 36.92 |
| 2023-09-30 | $1.2M | 43k | 28.61 |
| 2023-06-30 | $1.3M | 43k | 30.35 |
| 2023-03-31 | $1.5M | 45k | 34.10 |
| 2022-12-31 | $2.0M | 47k | 43.03 |
| 2022-09-30 | $2.1M | 48k | 43.54 |
| 2022-06-30 | $2.3M | 48k | 47.43 |
| 2022-03-31 | $18M | 309k | 56.70 |
| 2021-12-31 | $16M | 276k | 58.55 |
| 2021-09-30 | $15M | 251k | 58.65 |
| 2021-06-30 | $13M | 236k | 55.50 |
| 2021-03-31 | $13M | 226k | 58.32 |
| 2020-12-31 | $10M | 215k | 47.93 |
| 2020-09-30 | $7.9M | 209k | 38.05 |
| 2020-06-30 | $1.9M | 200 | 9695.00 |
| 2020-03-31 | $1.6M | 53k | 30.84 |
| 2019-12-31 | $2.7M | 48k | 56.32 |
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities