Truist Financial Corp equities shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 15k | 45.72 |
| 2025-06-30 | $637k | 15k | 42.99 |
| 2025-03-31 | $609k | 15k | 41.15 |
| 2024-09-30 | $585k | 14k | 42.77 |
| 2024-06-30 | $530k | 14k | 38.85 |
| 2024-03-31 | $531k | 14k | 38.98 |
| 2023-12-31 | $503k | 14k | 36.92 |
| 2023-09-30 | $389k | 14k | 28.61 |
| 2023-06-30 | $413k | 14k | 30.35 |
| 2023-03-31 | $803k | 24k | 34.10 |
| 2022-12-31 | $1.0M | 24k | 43.63 |
| 2022-09-30 | $1.1M | 24k | 45.66 |
| 2022-06-30 | $1.1M | 24k | 48.48 |
| 2022-03-31 | $1.3M | 25k | 50.89 |
| 2021-12-31 | $1.8M | 29k | 63.58 |
| 2021-09-30 | $1.7M | 29k | 58.65 |
| 2021-06-30 | $1.6M | 29k | 55.50 |
More positions owned by Partners in Financial Planning
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