TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 5,868 Value ($000) $289 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 6,153 Value ($000) $281 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 6,039 Value ($000) $260 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 7,444 Value ($000) $306 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 7,328 Value ($000) $318 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 7,557 Value ($000) $323 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 8,714 Value ($000) $339 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 9,673 Value ($000) $377 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 6,293 Value ($000) $232 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 9,696 Value ($000) $277 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 20,007 Value ($000) $642 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 9,593 Value ($000) $327 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 7,718 Value ($000) $332 Avg Close $37.08 Range $33.59 - $40.32