Truist Financial Corp equities shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $446k | 9.3k | 47.97 |
| 2025-12-31 | $494k | 9.9k | 50.02 |
| 2025-09-30 | $451k | 10k | 45.33 |
| 2025-06-30 | $371k | 8.2k | 45.40 |
| 2025-03-31 | $221k | 6.2k | 35.39 |
| 2024-12-31 | $270k | 6.3k | 42.78 |
| 2024-09-30 | $283k | 6.3k | 44.53 |
| 2024-06-30 | $251k | 6.4k | 39.26 |
| 2024-03-31 | $225k | 6.3k | 35.64 |
| 2023-09-30 | $219k | 7.8k | 28.06 |
| 2023-06-30 | $372k | 12k | 30.35 |
| 2023-03-31 | $388k | 12k | 31.52 |
| 2022-12-31 | $1.0M | 21k | 49.10 |
Top funds holding Truist Financial Corp equities
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