Truist Financial Corp equities shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $304k | 6.2k | 49.21 |
| 2023-03-31 | $6.1M | 180k | 34.10 |
| 2022-12-31 | $7.6M | 177k | 43.03 |
| 2020-06-30 | $4.1M | 115k | 35.32 |
| 2020-03-31 | $3.1M | 103k | 29.77 |
| 2019-12-31 | $5.8M | 106k | 54.68 |
More positions owned by Summit Financial Wealth Advisors
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