Truist Financial Corp equities shares owned by ValMark Advisers
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $479k | 13k | 36.92 |
| 2023-09-30 | $363k | 13k | 28.61 |
| 2023-06-30 | $351k | 12k | 30.35 |
| 2023-03-31 | $397k | 12k | 34.10 |
| 2022-12-31 | $495k | 12k | 43.03 |
| 2022-09-30 | $484k | 11k | 43.56 |
| 2022-06-30 | $350k | 7.4k | 47.39 |
| 2022-03-31 | $421k | 7.4k | 56.65 |
| 2021-12-31 | $430k | 7.3k | 58.51 |
| 2021-09-30 | $335k | 5.7k | 58.58 |
| 2021-06-30 | $297k | 5.4k | 55.44 |
| 2021-03-31 | $325k | 5.6k | 58.29 |
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