Truist Financial Corp equities shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $626k | 15k | 42.99 |
| 2025-03-31 | $599k | 15k | 41.15 |
| 2024-12-31 | $632k | 15k | 43.38 |
| 2024-09-30 | $623k | 15k | 42.77 |
| 2024-06-30 | $566k | 15k | 38.85 |
| 2024-03-31 | $568k | 15k | 38.98 |
| 2023-12-31 | $538k | 15k | 36.92 |
| 2023-09-30 | $417k | 15k | 28.61 |
| 2023-06-30 | $442k | 15k | 30.35 |
| 2023-03-31 | $497k | 15k | 34.10 |
| 2022-12-31 | $627k | 15k | 43.03 |
| 2022-09-30 | $634k | 15k | 43.54 |
| 2022-06-30 | $691k | 15k | 47.45 |
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