Truist Financial Corp equities shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 43k | 49.21 |
| 2025-09-30 | $2.0M | 45k | 45.73 |
| 2025-06-30 | $676k | 16k | 42.98 |
| 2025-03-31 | $526k | 13k | 41.16 |
| 2024-12-31 | $678k | 16k | 43.38 |
| 2024-09-30 | $2.1M | 47k | 43.59 |
| 2024-06-30 | $2.8M | 72k | 38.85 |
| 2024-03-31 | $3.2M | 81k | 38.98 |
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