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Truist Financial Corp equities shares owned by Oak Hill Wealth Advisors

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Oak Hill Wealth Advisors from 13F filings

Historical chart of Oak Hill Wealth Advisors investment in Truist Financial Corp equities

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All positions including Truist Financial Corp equities held by Oak Hill Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Oak Hill Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $663k 15k 45.72
2025-06-30 $629k 14k 45.40
2025-03-31 $598k 15k 41.15
2024-12-31 $631k 15k 43.38
2023-09-30 $434k 15k 28.61
2023-06-30 $460k 15k 30.35
2023-03-31 $500k 15k 34.10
2022-12-31 $609k 14k 43.03