Truist Financial Corp equities shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Strategic Wealth Designers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 6.1k | 45.72 |
| 2024-12-31 | $258k | 5.9k | 43.38 |
| 2024-09-30 | $251k | 6.0k | 41.72 |
| 2024-06-30 | $229k | 5.8k | 39.25 |
| 2023-12-31 | $212k | 5.7k | 36.92 |
| 2022-12-31 | $238k | 5.2k | 45.74 |
| 2022-09-30 | $231k | 5.3k | 43.60 |
| 2022-06-30 | $272k | 5.7k | 47.44 |
| 2022-03-31 | $270k | 4.8k | 56.79 |
| 2021-09-30 | $263k | 4.5k | 58.67 |
| 2021-06-30 | $247k | 4.5k | 55.41 |
| 2021-03-31 | $249k | 4.3k | 58.40 |
| 2020-12-31 | $203k | 4.2k | 47.98 |
| 2019-12-31 | $393k | 7.0k | 56.37 |
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Top funds holding Truist Financial Corp equities
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