Truist Financial Corp equities shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $890k | 20k | 45.72 |
| 2025-06-30 | $826k | 19k | 42.99 |
| 2025-03-31 | $777k | 19k | 41.15 |
| 2024-12-31 | $831k | 19k | 43.38 |
| 2024-09-30 | $806k | 19k | 42.77 |
| 2024-06-30 | $732k | 19k | 38.85 |
| 2024-03-31 | $734k | 19k | 38.98 |
| 2023-12-31 | $709k | 19k | 36.92 |
| 2023-09-30 | $539k | 19k | 28.61 |
| 2023-06-30 | $572k | 19k | 30.35 |
| 2023-03-31 | $318k | 9.3k | 34.10 |
| 2022-12-31 | $401k | 9.3k | 43.03 |
| 2022-09-30 | $406k | 9.3k | 43.54 |
| 2022-06-30 | $442k | 9.3k | 47.40 |
| 2021-03-31 | $73k | 1.3k | 58.26 |
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