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Truist Financial Corp equities shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $808k 18k 45.72
2025-06-30 $769k 18k 42.99
2025-03-31 $761k 19k 41.15
2024-12-31 $868k 20k 43.38
2024-09-30 $1.8M 42k 42.77
2024-06-30 $842k 22k 38.85
2023-09-30 $633k 22k 28.61
2023-03-31 $547k 16k 34.10
2021-03-31 $504k 8.6k 58.36
2020-12-31 $387k 8.1k 47.94