TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 21,844 Value ($000) $1,075 Avg Close $45.80 Range $40.31 - $50.86
Q2 2025
Shares 21,769 Value ($000) $936 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 16,626 Value ($000) $684 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 14,246 Value ($000) $618 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 14,419 Value ($000) $617 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 8,914 Value ($000) $346 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 6,250 Value ($000) $244 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 8,354 Value ($000) $308 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 8,229 Value ($000) $235 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 83,494 Value ($000) $241 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 9,298 Value ($000) $1,000 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 8,954 Value ($000) $385 Avg Close $37.08 Range $33.59 - $40.32
Q2 2022
Shares 22,524 Value ($000) $1,068 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 19,835 Value ($000) $1,125 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 10,580 Value ($000) $619 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 11,578 Value ($000) $679 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 12,652 Value ($000) $702 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 15,143 Value ($000) $883 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 15,142 Value ($000) $726 Avg Close $35.66 Range $29.67 - $38.97
Q3 2020
Shares 16,223 Value ($000) $617 Avg Close $29.38 Range $25.94 - $32.58
Q2 2020
Shares 23,423 Value ($000) $880 Avg Close $27.74 Range $20.18 - $36.06
Q1 2020
Shares 283,151 Value ($000) $8,732 Avg Close $35.97 Range $18.34 - $42.95
Q4 2019
Shares 257,276 Value ($000) $14,490 Avg Close $40.89 Range $37.59 - $43.13