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Truist Financial Corp equities shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $673k 15k 45.72
2021-12-31 $10k 177 56.50
2021-09-30 $10k 177 56.50
2019-12-31 $22k 384 57.29