Truist Financial Corp equities shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.2M | 143k | 43.38 |
| 2024-09-30 | $5.8M | 135k | 42.77 |
| 2024-06-30 | $5.0M | 128k | 38.85 |
| 2024-03-31 | $5.0M | 128k | 38.98 |
| 2023-12-31 | $4.5M | 123k | 36.92 |
| 2023-09-30 | $3.5M | 122k | 28.61 |
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