Truist Financial Corp equities shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland Wealth Advisors investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Midland Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 9.0k | 45.72 |
| 2025-06-30 | $515k | 12k | 42.99 |
| 2025-03-31 | $555k | 14k | 41.15 |
| 2024-12-31 | $695k | 16k | 43.38 |
| 2024-09-30 | $762k | 18k | 42.77 |
| 2024-06-30 | $780k | 20k | 38.85 |
| 2024-03-31 | $860k | 22k | 38.98 |
| 2023-12-31 | $853k | 23k | 36.92 |
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