TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 23,715 Value ($000) $1,167 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 23,758 Value ($000) $1,086 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 20,055 Value ($000) $862 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 18,898 Value ($000) $778 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 18,886 Value ($000) $819 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 10,397 Value ($000) $445 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 10,306 Value ($000) $400 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 10,298 Value ($000) $401 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 10,298 Value ($000) $380 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 10,714 Value ($000) $307 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 10,714 Value ($000) $325 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 11,940 Value ($000) $407 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 14,511 Value ($000) $624 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 14,428 Value ($000) $628 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 67,503 Value ($000) $3,202 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 68,026 Value ($000) $3,857 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 79,308 Value ($000) $4,643 Avg Close $49.71 Range $44.68 - $53.01