Truist Financial Corp equities shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 32k | 45.72 |
| 2025-06-30 | $1.4M | 34k | 42.99 |
| 2025-03-31 | $1.6M | 39k | 41.15 |
| 2024-12-31 | $1.9M | 44k | 43.38 |
| 2024-09-30 | $2.0M | 46k | 42.77 |
| 2024-06-30 | $1.2M | 32k | 38.85 |
| 2024-03-31 | $821k | 21k | 38.98 |
| 2023-12-31 | $542k | 15k | 36.92 |
| 2023-09-30 | $237k | 8.3k | 28.61 |
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