Truist Financial Corp equities shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Winch Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 704 | 45.75 |
| 2025-06-30 | $30k | 697 | 42.96 |
| 2025-03-31 | $28k | 687 | 41.18 |
| 2024-12-31 | $30k | 680 | 43.37 |
| 2024-09-30 | $54k | 1.3k | 42.76 |
| 2024-06-30 | $49k | 1.3k | 38.84 |
| 2024-03-31 | $56k | 1.4k | 38.99 |
| 2023-12-31 | $52k | 1.4k | 36.93 |
| 2023-09-30 | $40k | 1.4k | 28.55 |
| 2023-06-30 | $44k | 1.5k | 30.05 |
| 2023-03-31 | $26k | 775 | 33.55 |
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