Truist Financial Corp equities shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 93k | 45.72 |
| 2025-06-30 | $4.1M | 96k | 42.99 |
| 2025-03-31 | $4.2M | 101k | 41.15 |
| 2024-12-31 | $4.6M | 105k | 43.38 |
| 2024-09-30 | $4.8M | 111k | 42.77 |
| 2024-06-30 | $4.5M | 115k | 38.85 |
| 2024-03-31 | $4.6M | 119k | 38.98 |
| 2023-12-31 | $4.4M | 119k | 36.92 |
| 2023-09-30 | $3.3M | 117k | 28.61 |
| 2023-06-30 | $3.6M | 119k | 30.35 |
| 2023-03-31 | $3.9M | 114k | 34.10 |
| 2022-12-31 | $1.2M | 29k | 43.03 |
| 2022-09-30 | $1.3M | 30k | 43.55 |
| 2022-06-30 | $1.6M | 33k | 47.42 |
| 2022-03-31 | $2.2M | 39k | 56.71 |
| 2021-12-31 | $2.2M | 38k | 58.54 |
| 2021-09-30 | $1.9M | 33k | 58.65 |
| 2021-06-30 | $711k | 13k | 55.49 |
| 2021-03-31 | $746k | 13k | 58.33 |
| 2020-12-31 | $613k | 13k | 47.90 |
| 2020-09-30 | $487k | 13k | 38.06 |
| 2020-06-30 | $480k | 13k | 37.51 |
| 2020-03-31 | $394k | 13k | 30.79 |
| 2019-12-31 | $720k | 13k | 56.26 |
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