Truist Financial Corp equities shares owned by Wealth Management Group
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $573k | 13k | 42.77 |
| 2024-06-30 | $521k | 13k | 38.85 |
| 2024-03-31 | $519k | 13k | 38.98 |
| 2023-12-31 | $205k | 5.5k | 36.92 |
| 2023-09-30 | $212k | 7.4k | 28.61 |
| 2023-06-30 | $346k | 11k | 30.35 |
| 2023-03-31 | $883k | 26k | 34.10 |
| 2022-12-31 | $1.2M | 27k | 43.03 |
| 2022-09-30 | $1.2M | 27k | 43.52 |
| 2022-06-30 | $1.4M | 30k | 47.44 |
| 2022-03-31 | $9.1M | 161k | 56.70 |
| 2021-12-31 | $9.3M | 160k | 58.55 |
| 2021-09-30 | $9.5M | 162k | 58.65 |
| 2021-06-30 | $8.7M | 157k | 55.50 |
| 2021-03-31 | $8.9M | 153k | 58.32 |
| 2020-12-31 | $7.6M | 159k | 47.93 |
| 2020-09-30 | $5.2M | 138k | 38.05 |
| 2020-06-30 | $3.8M | 101k | 37.55 |
| 2020-03-31 | $450k | 15k | 30.82 |
| 2019-12-31 | $822k | 15k | 56.31 |
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