Truist Financial Corp equities shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $298k | 6.5k | 45.97 |
| 2025-12-31 | $347k | 7.1k | 49.21 |
| 2025-09-30 | $352k | 7.7k | 45.72 |
| 2025-06-30 | $331k | 7.7k | 42.99 |
| 2025-03-31 | $316k | 7.7k | 41.15 |
| 2024-12-31 | $334k | 7.7k | 43.38 |
| 2024-09-30 | $329k | 7.7k | 42.77 |
| 2024-06-30 | $299k | 7.7k | 38.85 |
| 2024-03-31 | $281k | 7.2k | 38.98 |
| 2023-12-31 | $269k | 7.3k | 36.92 |
| 2023-09-30 | $209k | 7.3k | 28.61 |
| 2023-06-30 | $221k | 7.3k | 30.35 |
| 2023-03-31 | $249k | 7.3k | 34.10 |
| 2022-12-31 | $205k | 4.8k | 43.03 |
| 2022-09-30 | $207k | 4.8k | 43.55 |
| 2022-06-30 | $225k | 4.8k | 47.34 |
| 2022-03-31 | $269k | 4.8k | 56.60 |
| 2021-12-31 | $294k | 5.0k | 58.47 |
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