Truist Financial Corp equities shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 309k | 45.72 |
| 2025-06-30 | $13M | 306k | 42.99 |
| 2025-03-31 | $12M | 282k | 41.15 |
| 2024-12-31 | $7.0M | 160k | 43.38 |
| 2024-09-30 | $6.6M | 171k | 38.63 |
| 2024-06-30 | $6.3M | 162k | 38.85 |
| 2024-03-31 | $6.1M | 157k | 38.98 |
| 2023-12-31 | $4.1M | 112k | 36.92 |
| 2023-09-30 | $3.5M | 122k | 28.61 |
| 2023-06-30 | $3.7M | 123k | 30.35 |
| 2023-03-31 | $4.1M | 119k | 34.10 |
| 2022-12-31 | $4.8M | 112k | 43.03 |
| 2022-09-30 | $4.9M | 113k | 43.54 |
| 2022-06-30 | $5.4M | 113k | 47.43 |
| 2022-03-31 | $6.3M | 112k | 56.70 |
| 2021-12-31 | $5.7M | 118k | 47.93 |
| 2021-09-30 | $6.3M | 108k | 58.65 |
| 2021-06-30 | $6.0M | 109k | 55.50 |
| 2021-03-31 | $6.9M | 118k | 58.32 |
| 2020-12-31 | $5.7M | 118k | 47.93 |
| 2020-09-30 | $4.6M | 120k | 38.05 |
| 2020-06-30 | $4.5M | 120k | 37.55 |
| 2020-03-31 | $3.8M | 123k | 30.84 |
| 2019-12-31 | $6.8M | 122k | 56.32 |
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