Truist Financial Corp equities shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 31k | 49.21 |
| 2025-09-30 | $333k | 7.3k | 45.72 |
| 2025-06-30 | $135k | 3.1k | 42.99 |
| 2023-03-31 | $214k | 6.3k | 34.10 |
| 2022-12-31 | $412k | 9.6k | 43.03 |
| 2022-09-30 | $405k | 9.3k | 43.58 |
| 2022-06-30 | $447k | 9.4k | 47.43 |
| 2022-03-31 | $565k | 10k | 56.66 |
| 2021-12-31 | $593k | 10k | 58.59 |
| 2021-09-30 | $587k | 10k | 58.68 |
| 2021-06-30 | $701k | 13k | 55.46 |
| 2021-03-31 | $730k | 13k | 58.32 |
| 2020-12-31 | $619k | 13k | 47.92 |
| 2020-09-30 | $492k | 13k | 38.05 |
| 2020-06-30 | $358k | 9.5k | 37.51 |
| 2019-12-31 | $441k | 8.5k | 51.59 |
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