Truist Financial Corp equities shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 29k | 42.77 |
| 2024-06-30 | $1.1M | 27k | 38.85 |
| 2024-03-31 | $1.0M | 26k | 38.98 |
| 2022-09-30 | $238k | 5.5k | 43.46 |
| 2022-06-30 | $260k | 5.5k | 47.48 |
| 2022-03-31 | $308k | 5.4k | 56.76 |
| 2021-12-31 | $318k | 5.4k | 58.61 |
| 2021-09-30 | $318k | 5.4k | 58.60 |
| 2021-06-30 | $348k | 6.3k | 55.44 |
| 2021-03-31 | $371k | 6.4k | 58.32 |
| 2020-12-31 | $244k | 5.1k | 47.97 |
| 2020-09-30 | $213k | 5.6k | 38.10 |
| 2019-12-31 | $217k | 3.9k | 56.31 |
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