A detailed history of Summit Trail Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 15,229 shares of TFC stock, worth $659,720. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,229
Previous 14,148 7.64%
Holding current value
$659,720
Previous $549,000 18.58%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$38.22 - $44.94 $41,315 - $48,580
1,081 Added 7.64%
15,229 $651,000
Q2 2024

Aug 13, 2024

BUY
$35.41 - $40.18 $142,950 - $162,206
4,037 Added 39.93%
14,148 $549,000
Q1 2024

Apr 23, 2024

BUY
$34.53 - $38.98 $4,454 - $5,028
129 Added 1.29%
10,111 $394,000
Q4 2023

Feb 06, 2024

BUY
$27.03 - $37.64 $1,838 - $2,559
68 Added 0.69%
9,982 $368,000
Q3 2023

Oct 30, 2023

BUY
$27.97 - $35.59 $11,719 - $14,912
419 Added 4.41%
9,914 $283,000
Q2 2023

Jul 25, 2023

SELL
$26.21 - $34.79 $28,123 - $37,329
-1,073 Reduced 10.15%
9,495 $288,000
Q1 2023

May 04, 2023

BUY
$30.56 - $50.39 $49,629 - $81,833
1,624 Added 18.16%
10,568 $360,000
Q4 2022

Feb 07, 2023

SELL
$40.42 - $47.26 $4,648 - $5,434
-115 Reduced 1.27%
8,944 $384,000
Q3 2022

Nov 09, 2022

BUY
$20.41 - $50.47 $20,614 - $50,974
1,010 Added 12.55%
9,059 $394,000
Q2 2022

Aug 09, 2022

SELL
$45.68 - $55.36 $7,674 - $9,300
-168 Reduced 2.04%
8,049 $382,000
Q1 2022

May 16, 2022

SELL
$56.23 - $67.41 $4.29 Million - $5.14 Million
-76,265 Reduced 90.27%
8,217 $466,000
Q3 2020

Nov 16, 2020

BUY
$33.61 - $40.81 $2.84 Million - $3.45 Million
84,482 New
84,482 $1.24 Million

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 $57.5B
  • 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
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