Truist Financial Corp equities shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $664k | 15k | 45.72 |
| 2025-06-30 | $615k | 14k | 42.99 |
| 2025-03-31 | $588k | 14k | 41.15 |
| 2024-12-31 | $625k | 14k | 43.38 |
| 2024-09-30 | $716k | 17k | 42.77 |
| 2024-03-31 | $657k | 17k | 38.98 |
| 2023-12-31 | $1.0M | 28k | 36.92 |
| 2022-12-31 | $6.1M | 141k | 43.03 |
| 2022-09-30 | $6.1M | 141k | 43.54 |
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