Truist Financial Corp equities shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 33k | 45.72 |
| 2025-06-30 | $1.3M | 30k | 42.99 |
| 2025-03-31 | $936k | 23k | 41.15 |
| 2024-12-31 | $782k | 18k | 43.38 |
| 2024-09-30 | $651k | 15k | 42.77 |
| 2024-06-30 | $550k | 14k | 38.85 |
| 2024-03-31 | $394k | 10k | 38.98 |
| 2023-12-31 | $369k | 10k | 36.92 |
| 2023-09-30 | $284k | 9.9k | 28.61 |
| 2023-06-30 | $288k | 9.5k | 30.35 |
| 2023-03-31 | $360k | 11k | 34.10 |
| 2022-12-31 | $385k | 8.9k | 43.03 |
| 2022-09-30 | $394k | 9.1k | 43.49 |
| 2022-06-30 | $382k | 8.0k | 47.46 |
| 2022-03-31 | $466k | 8.2k | 56.71 |
| 2020-09-30 | $1.2M | 85k | 14.67 |
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