Truist Financial Corp equities shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 9.1k | 45.72 |
| 2025-06-30 | $384k | 8.9k | 42.99 |
| 2025-03-31 | $368k | 8.9k | 41.15 |
| 2024-12-31 | $387k | 8.9k | 43.38 |
| 2024-09-30 | $378k | 8.8k | 42.77 |
| 2024-06-30 | $341k | 8.8k | 38.85 |
| 2024-03-31 | $302k | 7.7k | 38.98 |
| 2023-09-30 | $193k | 6.7k | 28.61 |
| 2023-06-30 | $168k | 5.5k | 30.35 |
| 2023-03-31 | $189k | 5.5k | 34.10 |
| 2022-12-31 | $238k | 5.5k | 43.03 |
| 2022-09-30 | $259k | 5.9k | 43.60 |
| 2022-06-30 | $288k | 6.1k | 47.45 |
| 2022-03-31 | $322k | 5.7k | 56.64 |
| 2021-12-31 | $333k | 5.7k | 58.58 |
| 2021-09-30 | $358k | 6.1k | 58.60 |
| 2021-06-30 | $339k | 6.1k | 55.49 |
| 2021-03-31 | $356k | 6.1k | 58.27 |
| 2020-12-31 | $285k | 5.9k | 47.94 |
| 2020-09-30 | $226k | 5.9k | 38.02 |
| 2020-06-30 | $223k | 5.9k | 37.51 |
| 2020-03-31 | $183k | 5.9k | 30.78 |
| 2019-12-31 | $379k | 6.7k | 56.32 |
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