Truist Financial Corp equities shares owned by Mpwm Advisory Solutions
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Mpwm Advisory Solutions
from 13F filings
Historical chart of Mpwm Advisory Solutions investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Mpwm Advisory Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by Mpwm Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $147k | 2.9k | 49.82 |
| 2026-03-31 | $6.7k | 147 | 45.86 |
| 2025-12-31 | $7.2k | 145 | 49.32 |
| 2025-09-30 | $1.1k | 24 | 45.71 |
| 2025-06-30 | $1.0k | 24 | 43.00 |
| 2025-03-31 | $17k | 411 | 41.15 |
| 2024-12-31 | $18k | 411 | 43.38 |
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