Truist Financial Corp equities shares owned by Schwartz Investment Counsel
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Schwartz Investment Counsel
from 13F filings
Historical chart of Schwartz Investment Counsel investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Schwartz Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $42M | 1.1M | 38.98 |
| 2023-12-31 | $40M | 1.1M | 36.92 |
| 2023-09-30 | $31M | 1.1M | 28.61 |
| 2023-06-30 | $32M | 1.1M | 30.35 |
| 2023-03-31 | $34M | 1.0M | 34.10 |
| 2022-12-31 | $33M | 772k | 43.03 |
| 2022-09-30 | $34M | 772k | 43.54 |
| 2022-06-30 | $34M | 722k | 47.43 |
| 2022-03-31 | $41M | 722k | 56.70 |
| 2021-12-31 | $40M | 682k | 58.55 |
| 2021-09-30 | $40M | 682k | 58.65 |
| 2021-06-30 | $38M | 682k | 55.50 |
| 2021-03-31 | $40M | 682k | 58.32 |
| 2020-12-31 | $34M | 700k | 47.93 |
| 2020-09-30 | $32M | 830k | 38.05 |
| 2020-06-30 | $31M | 830k | 37.55 |
| 2020-03-31 | $22M | 700k | 30.84 |
| 2019-12-31 | $28M | 503k | 56.32 |
More positions owned by Schwartz Investment Counsel
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Top funds holding Truist Financial Corp equities
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