TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 308,820 Value ($000) $14,119 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 305,553 Value ($000) $13,136 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 281,505 Value ($000) $11,584 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 269,459 Value ($000) $11,689 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 170,555 Value ($000) $6,588 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 161,820 Value ($000) $6,287 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 157,034 Value ($000) $6,121 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 111,554 Value ($000) $4,119 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 122,395 Value ($000) $3,502 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 122,814 Value ($000) $3,727 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 119,389 Value ($000) $4 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 111,534 Value ($000) $5 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 112,499 Value ($000) $4,898 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 112,881 Value ($000) $5,354 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 111,552 Value ($000) $6,325 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 118,426 Value ($000) $5,676 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 107,735 Value ($000) $6,319 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 108,660 Value ($000) $6,031 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 118,214 Value ($000) $6,894 Avg Close $43.57 Range $36.95 - $48.87