Truist Financial Corp equities shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.0M | 182k | 49.21 |
| 2025-09-30 | $8.3M | 182k | 45.72 |
| 2025-06-30 | $7.8M | 181k | 42.99 |
| 2025-03-31 | $7.3M | 177k | 41.15 |
| 2024-12-31 | $7.6M | 176k | 43.38 |
| 2024-09-30 | $1.6M | 19k | 86.24 |
| 2024-06-30 | $4.5M | 115k | 38.85 |
| 2023-12-31 | $3.4k | 92 | 36.83 |
| 2023-03-31 | $2.6M | 77k | 34.10 |
| 2021-09-30 | $5.8M | 98k | 58.65 |
| 2021-06-30 | $5.2M | 95k | 55.51 |
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