Truist Financial Corp equities shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 272 | 45.77 |
| 2025-06-30 | $12k | 269 | 42.91 |
| 2025-03-31 | $15k | 362 | 41.20 |
| 2024-12-31 | $15k | 340 | 43.42 |
| 2024-09-30 | $15k | 350 | 42.79 |
| 2024-06-30 | $10k | 268 | 38.85 |
| 2024-03-31 | $8.9k | 228 | 39.03 |
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