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Truist Financial Corp equities shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Truist Financial Corp equities

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All positions including Truist Financial Corp equities held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $873k 20k 42.77
2024-06-30 $793k 20k 38.85
2024-03-31 $886k 23k 38.98
2023-12-31 $292k 7.9k 36.92
2023-09-30 $288k 10k 28.61
2023-06-30 $306k 10k 30.35
2023-03-31 $343k 10k 34.10
2022-12-31 $584k 14k 43.03
2022-09-30 $408k 9.4k 43.54
2022-06-30 $524k 11k 47.39
2022-03-31 $233k 4.1k 56.59
2021-12-31 $412k 7.0k 58.61
2019-12-31 $273k 4.8k 56.37