TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 129,897 Value ($000) $6,392 Avg Close $45.80 Range $40.31 - $50.86

Q3 2025

Shares 98,346 Value ($000) $4,496 Avg Close $44.34 Range $40.99 - $46.92

Q2 2025

Shares 96,069 Value ($000) $4,130 Avg Close $38.00 Range $32.34 - $42.24

Q1 2025

Shares 90,091 Value ($000) $3,707 Avg Close $42.69 Range $37.98 - $46.24

Q4 2024

Shares 90,899 Value ($000) $3,943 Avg Close $42.32 Range $38.70 - $46.75

Q3 2024

Shares 91,641 Value ($000) $3,919 Avg Close $39.58 Range $35.22 - $42.17

Q2 2024

Shares 100,684 Value ($000) $3,912 Avg Close $34.94 Range $32.22 - $37.70

Q1 2024

Shares 20,512 Value ($000) $804 Avg Close $33.38 Range $31.43 - $36.08

Q4 2023

Shares 20,985 Value ($000) $775 Avg Close $28.22 Range $23.63 - $34.24

Q3 2023

Shares 21,181 Value ($000) $606 Avg Close $27.15 Range $24.64 - $31.30

Q2 2023

Shares 21,533 Value ($000) $654 Avg Close $26.95 Range $21.94 - $30.38

Q1 2023

Shares 20,745 Value ($000) $707 Avg Close $37.29 Range $24.64 - $43.54

Q4 2022

Shares 19,977 Value ($000) $860 Avg Close $37.08 Range $33.59 - $40.32

Q3 2022

Shares 20,073 Value ($000) $874 Avg Close $40.21 Range $35.73 - $43.84

Q2 2022

Shares 21,305 Value ($000) $1,010 Avg Close $40.78 Range $37.18 - $47.29

Q1 2022

Shares 22,220 Value ($000) $1,260 Avg Close $50.63 Range $46.21 - $56.29

Q4 2021

Shares 20,097 Value ($000) $1,177 Avg Close $49.71 Range $44.68 - $53.01

Q3 2021

Shares 20,256 Value ($000) $1,188 Avg Close $45.12 Range $41.69 - $49.22

Q2 2021

Shares 19,946 Value ($000) $1,107 Avg Close $47.05 Range $42.28 - $50.39

Q1 2021

Shares 19,974 Value ($000) $1,165 Avg Close $43.57 Range $36.95 - $48.87

Q4 2020

Shares 19,930 Value ($000) $955 Avg Close $35.66 Range $29.67 - $38.97

Q3 2020

Shares 19,476 Value ($000) $741 Avg Close $29.38 Range $25.94 - $32.58

Q2 2020

Shares 21,144 Value ($000) $794 Avg Close $27.74 Range $20.18 - $36.06

Q1 2020

Shares 20,081 Value ($000) $619 Avg Close $35.97 Range $18.34 - $42.95

Q4 2019

Shares 22,789 Value ($000) $1,283 Avg Close $40.89 Range $37.59 - $43.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	129,897	$6,392	$45.80	$40.31 - $50.86
Q3 2025	98,346	$4,496	$44.34	$40.99 - $46.92
Q2 2025	96,069	$4,130	$38.00	$32.34 - $42.24
Q1 2025	90,091	$3,707	$42.69	$37.98 - $46.24
Q4 2024	90,899	$3,943	$42.32	$38.70 - $46.75
Q3 2024	91,641	$3,919	$39.58	$35.22 - $42.17
Q2 2024	100,684	$3,912	$34.94	$32.22 - $37.70
Q1 2024	20,512	$804	$33.38	$31.43 - $36.08
Q4 2023	20,985	$775	$28.22	$23.63 - $34.24
Q3 2023	21,181	$606	$27.15	$24.64 - $31.30
Q2 2023	21,533	$654	$26.95	$21.94 - $30.38
Q1 2023	20,745	$707	$37.29	$24.64 - $43.54
Q4 2022	19,977	$860	$37.08	$33.59 - $40.32
Q3 2022	20,073	$874	$40.21	$35.73 - $43.84
Q2 2022	21,305	$1,010	$40.78	$37.18 - $47.29
Q1 2022	22,220	$1,260	$50.63	$46.21 - $56.29
Q4 2021	20,097	$1,177	$49.71	$44.68 - $53.01
Q3 2021	20,256	$1,188	$45.12	$41.69 - $49.22
Q2 2021	19,946	$1,107	$47.05	$42.28 - $50.39
Q1 2021	19,974	$1,165	$43.57	$36.95 - $48.87
Q4 2020	19,930	$955	$35.66	$29.67 - $38.97
Q3 2020	19,476	$741	$29.38	$25.94 - $32.58
Q2 2020	21,144	$794	$27.74	$20.18 - $36.06
Q1 2020	20,081	$619	$35.97	$18.34 - $42.95
Q4 2019	22,789	$1,283	$40.89	$37.59 - $43.13