Truist Financial Corp equities shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $844k | 19k | 45.72 |
| 2025-06-30 | $795k | 19k | 42.99 |
| 2025-03-31 | $748k | 18k | 41.15 |
| 2024-12-31 | $793k | 18k | 43.38 |
| 2024-09-30 | $857k | 20k | 42.77 |
| 2024-06-30 | $803k | 21k | 38.85 |
| 2024-03-31 | $934k | 24k | 38.98 |
| 2023-12-31 | $838k | 23k | 36.92 |
| 2023-09-30 | $783k | 27k | 28.61 |
| 2023-06-30 | $839k | 28k | 30.35 |
| 2023-03-31 | $897k | 26k | 34.10 |
| 2022-12-31 | $940k | 22k | 43.03 |
| 2022-09-30 | $903k | 21k | 43.52 |
| 2022-06-30 | $865k | 18k | 47.41 |
| 2022-03-31 | $1.5M | 27k | 56.70 |
| 2021-12-31 | $805k | 14k | 58.55 |
| 2021-09-30 | $741k | 13k | 58.62 |
| 2021-06-30 | $566k | 10k | 55.53 |
| 2021-03-31 | $476k | 8.2k | 58.35 |
| 2020-12-31 | $383k | 8.0k | 47.93 |
| 2020-09-30 | $335k | 8.8k | 38.05 |
| 2020-06-30 | $431k | 12k | 37.56 |
| 2020-03-31 | $316k | 8.5k | 37.04 |
| 2019-12-31 | $485k | 8.7k | 56.03 |
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