Truist Financial Corp equities shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $557k | 12k | 45.72 |
| 2025-06-30 | $343k | 8.0k | 42.99 |
| 2025-03-31 | $379k | 9.2k | 41.15 |
| 2024-12-31 | $459k | 11k | 43.38 |
| 2024-09-30 | $433k | 10k | 42.77 |
| 2024-06-30 | $375k | 9.6k | 38.85 |
| 2024-03-31 | $316k | 8.1k | 38.98 |
| 2023-12-31 | $295k | 8.0k | 36.92 |
| 2023-09-30 | $228k | 8.0k | 28.61 |
| 2023-06-30 | $234k | 7.7k | 30.35 |
| 2023-03-31 | $221k | 6.5k | 34.10 |
| 2022-12-31 | $301k | 7.0k | 43.03 |
| 2022-09-30 | $237k | 5.5k | 43.45 |
| 2022-06-30 | $284k | 6.0k | 47.46 |
| 2022-03-31 | $382k | 6.7k | 56.66 |
| 2021-12-31 | $398k | 6.8k | 58.55 |
| 2021-09-30 | $524k | 8.9k | 58.64 |
| 2021-06-30 | $379k | 6.8k | 55.47 |
| 2021-03-31 | $389k | 6.7k | 58.32 |
| 2020-12-31 | $279k | 5.8k | 47.86 |
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