TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 9,594 Value ($000) $472 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 9,616 Value ($000) $440 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 10,630 Value ($000) $457 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 11,084 Value ($000) $456 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 11,047 Value ($000) $479 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 10,365 Value ($000) $443 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 10,221 Value ($000) $397 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 10,974 Value ($000) $428 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 12,216 Value ($000) $451 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 11,863 Value ($000) $339 Avg Close $27.15 Range $24.64 - $31.30
Q4 2022
Shares 7,572 Value ($000) $0 Avg Close $37.08 Range $33.59 - $40.32
Q2 2022
Shares 8,047 Value ($000) $382 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 8,202 Value ($000) $465 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 7,211 Value ($000) $422 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 7,292 Value ($000) $428 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 5,055 Value ($000) $281 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 3,972 Value ($000) $232 Avg Close $43.57 Range $36.95 - $48.87