A detailed history of Jamison Private Wealth Management, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 134,552 shares of TFC stock, worth $6.3 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
134,552
Previous 128,140 5.0%
Holding current value
$6.3 Million
Previous $4.98 Billion 15.6%
% of portfolio
0.88%
Previous 0.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$38.22 - $44.94 $245,066 - $288,155
6,412 Added 5.0%
134,552 $5.75 Billion
Q2 2024

Jul 11, 2024

BUY
$35.41 - $40.18 $8,215 - $9,321
232 Added 0.18%
128,140 $4.98 Billion
Q1 2024

Apr 26, 2024

BUY
$34.53 - $38.98 $182,421 - $205,931
5,283 Added 4.31%
127,908 $4.99 Billion
Q4 2023

Jan 17, 2024

BUY
$27.03 - $37.64 $13,758 - $19,158
509 Added 0.42%
122,625 $4.53 Billion
Q3 2023

Jan 05, 2024

BUY
$27.97 - $35.59 $3.42 Million - $4.35 Million
122,116 New
122,116 $3.49 Billion

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $62.1B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.