Truist Financial Corp equities shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $635k | 14k | 45.97 |
| 2025-12-31 | $493k | 10k | 49.21 |
| 2025-09-30 | $458k | 10k | 45.72 |
| 2025-06-30 | $431k | 10k | 42.99 |
| 2025-03-31 | $431k | 11k | 41.15 |
| 2024-12-31 | $530k | 12k | 43.38 |
| 2024-09-30 | $523k | 12k | 42.77 |
| 2024-06-30 | $273k | 7.0k | 38.85 |
| 2024-03-31 | $275k | 7.1k | 38.98 |
| 2023-12-31 | $261k | 7.1k | 36.92 |
| 2023-09-30 | $202k | 7.1k | 28.61 |
| 2023-06-30 | $589k | 19k | 30.35 |
| 2023-03-31 | $1.1M | 32k | 34.10 |
| 2022-12-31 | $1.2M | 27k | 43.03 |
| 2022-09-30 | $3.8M | 87k | 43.54 |
| 2022-06-30 | $4.2M | 89k | 47.43 |
| 2022-03-31 | $6.2M | 109k | 56.70 |
| 2021-12-31 | $6.4M | 110k | 58.55 |
| 2021-09-30 | $6.6M | 113k | 58.65 |
| 2021-06-30 | $6.1M | 110k | 55.50 |
| 2021-03-31 | $6.6M | 113k | 58.32 |
| 2020-12-31 | $5.3M | 110k | 47.93 |
| 2020-09-30 | $3.9M | 103k | 38.05 |
| 2020-06-30 | $3.7M | 100k | 37.55 |
| 2020-03-31 | $3.1M | 100k | 30.84 |
| 2019-12-31 | $4.2M | 74k | 56.32 |
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