Truist Financial Corp equities shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $994k | 20k | 49.21 |
| 2025-09-30 | $958k | 21k | 45.72 |
| 2025-06-30 | $968k | 23k | 42.99 |
| 2025-03-31 | $1.5M | 37k | 41.15 |
| 2024-12-31 | $1.7M | 40k | 43.38 |
| 2024-09-30 | $3.7M | 86k | 42.77 |
| 2024-06-30 | $3.3M | 85k | 38.85 |
| 2024-03-31 | $3.5M | 89k | 38.98 |
| 2023-12-31 | $3.2M | 88k | 36.92 |
| 2023-09-30 | $511k | 18k | 28.61 |
| 2023-06-30 | $546k | 18k | 30.35 |
| 2023-03-31 | $650k | 19k | 34.10 |
| 2022-12-31 | $836k | 19k | 43.03 |
| 2022-09-30 | $894k | 21k | 43.52 |
| 2022-06-30 | $959k | 20k | 47.42 |
| 2022-03-31 | $1.1M | 20k | 56.70 |
| 2021-12-31 | $1.1M | 20k | 58.55 |
| 2021-09-30 | $1.1M | 20k | 58.62 |
| 2021-06-30 | $1.1M | 19k | 55.51 |
| 2021-03-31 | $1.1M | 20k | 58.32 |
| 2020-12-31 | $1.6M | 33k | 47.68 |
| 2020-09-30 | $1.6M | 42k | 38.05 |
| 2020-06-30 | $1.6M | 42k | 37.55 |
| 2020-03-31 | $1.6M | 43k | 37.32 |
| 2019-12-31 | $2.3M | 41k | 56.32 |
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