Truist Financial Corp equities shares owned by Klingman & Associates
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $494k | 12k | 42.77 |
| 2024-06-30 | $449k | 12k | 38.85 |
| 2024-03-31 | $439k | 11k | 38.98 |
| 2023-12-31 | $414k | 11k | 36.92 |
| 2023-09-30 | $302k | 11k | 28.61 |
| 2023-06-30 | $329k | 11k | 30.35 |
| 2022-06-30 | $207k | 4.4k | 47.48 |
| 2022-03-31 | $251k | 4.4k | 56.61 |
| 2021-12-31 | $255k | 4.4k | 58.49 |
| 2021-09-30 | $257k | 4.4k | 58.58 |
| 2021-06-30 | $250k | 4.5k | 55.57 |
| 2021-03-31 | $367k | 6.3k | 58.39 |
| 2020-12-31 | $216k | 4.5k | 47.91 |
| 2019-12-31 | $210k | 3.7k | 56.22 |
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