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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

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $5.0M 128k 38.98
2023-12-31 $4.5M 123k 36.92
2023-09-30 $3.5M 122k 28.61