Truist Financial Corp equities shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Truist Financial Corp equities
Tip: Access up to 7 years of quarterly data
All positions including Truist Financial Corp equities held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Truist Financial Corp equities by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $208k | 4.9k | 42.77 |
| 2023-03-31 | $215k | 6.3k | 34.10 |
| 2022-12-31 | $361k | 8.4k | 43.03 |
| 2022-09-30 | $319k | 7.3k | 43.52 |
| 2022-06-30 | $315k | 6.6k | 47.47 |
| 2022-03-31 | $216k | 3.7k | 58.46 |
| 2021-12-31 | $216k | 3.7k | 58.46 |
| 2021-09-30 | $209k | 3.6k | 58.53 |
| 2021-06-30 | $201k | 3.6k | 55.46 |
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities