Truist Financial Corp equities shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 50k | 45.72 |
| 2025-06-30 | $2.1M | 50k | 42.99 |
| 2025-03-31 | $2.1M | 51k | 41.15 |
| 2024-12-31 | $2.2M | 51k | 43.38 |
| 2024-09-30 | $2.2M | 52k | 42.77 |
| 2024-06-30 | $2.0M | 52k | 38.85 |
| 2024-03-31 | $2.0M | 51k | 38.98 |
| 2023-12-31 | $1.9M | 52k | 36.92 |
| 2023-09-30 | $1.5M | 51k | 28.61 |
| 2023-06-30 | $1.5M | 49k | 30.35 |
| 2023-03-31 | $1.7M | 49k | 34.10 |
| 2022-12-31 | $2.1M | 48k | 43.03 |
| 2022-09-30 | $2.1M | 49k | 43.53 |
| 2022-06-30 | $2.2M | 46k | 47.43 |
| 2022-03-31 | $2.6M | 46k | 56.69 |
| 2021-12-31 | $2.8M | 49k | 58.54 |
| 2021-09-30 | $2.9M | 50k | 58.64 |
| 2021-06-30 | $2.8M | 50k | 55.51 |
| 2021-03-31 | $2.9M | 50k | 58.32 |
| 2020-12-31 | $2.4M | 50k | 47.93 |
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