Truist Financial Corp equities shares owned by Integrys Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Integrys Wealth Advisors
from 13F filings
Historical chart of Integrys Wealth Advisors investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Integrys Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by Integrys Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 16k | 42.77 |
| 2025-06-30 | $727k | 17k | 42.99 |
| 2025-03-31 | $646k | 16k | 41.15 |
| 2024-12-31 | $690k | 16k | 43.97 |
| 2024-09-30 | $672k | 16k | 42.77 |
| 2024-06-30 | $602k | 16k | 38.85 |
| 2024-03-31 | $604k | 16k | 38.98 |
| 2023-12-31 | $581k | 16k | 37.51 |
| 2023-09-30 | $444k | 16k | 28.61 |
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