Truist Financial Corp equities shares owned by Summit Asset Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $393k | 9.2k | 42.77 |
| 2024-06-30 | $357k | 9.2k | 38.85 |
| 2024-03-31 | $357k | 9.2k | 38.98 |
| 2023-12-31 | $338k | 9.1k | 36.92 |
| 2023-09-30 | $261k | 9.1k | 28.61 |
| 2023-06-30 | $276k | 9.1k | 30.35 |
| 2023-03-31 | $322k | 9.4k | 34.10 |
| 2022-12-31 | $410k | 9.5k | 43.03 |
| 2022-09-30 | $415k | 9.5k | 43.57 |
| 2022-06-30 | $451k | 9.5k | 47.42 |
| 2022-03-31 | $600k | 11k | 56.72 |
| 2021-12-31 | $598k | 10k | 58.60 |
| 2021-09-30 | $653k | 11k | 58.63 |
| 2021-06-30 | $672k | 12k | 55.53 |
| 2021-03-31 | $841k | 14k | 58.34 |
| 2020-12-31 | $695k | 15k | 47.95 |
| 2020-09-30 | $558k | 15k | 38.04 |
| 2020-06-30 | $496k | 13k | 37.59 |
| 2020-03-31 | $405k | 13k | 30.85 |
| 2019-12-31 | $736k | 13k | 56.31 |
Top funds holding Truist Financial Corp equities
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