A detailed history of Valmark Advisers, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Valmark Advisers, Inc. holds 10,572 shares of TFC stock, worth $457,979. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,572
Previous 9,902 6.77%
Holding current value
$457,979
Previous $384,000 17.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$38.22 - $44.94 $25,607 - $30,109
670 Added 6.77%
10,572 $451,000
Q2 2024

Jul 31, 2024

BUY
$35.41 - $40.18 $5,559 - $6,308
157 Added 1.61%
9,902 $384,000
Q1 2024

May 03, 2024

SELL
$34.53 - $38.98 $111,186 - $125,515
-3,220 Reduced 24.84%
9,745 $379,000
Q4 2023

Feb 02, 2024

BUY
$27.03 - $37.64 $7,487 - $10,426
277 Added 2.18%
12,965 $478,000
Q3 2023

Nov 07, 2023

BUY
$27.97 - $35.59 $31,550 - $40,145
1,128 Added 9.76%
12,688 $363,000
Q2 2023

Aug 02, 2023

SELL
$26.21 - $34.79 $1,782 - $2,365
-68 Reduced 0.58%
11,560 $350,000
Q1 2023

May 01, 2023

BUY
$30.56 - $50.39 $3,697 - $6,097
121 Added 1.05%
11,628 $396,000
Q4 2022

Feb 06, 2023

BUY
$40.42 - $47.26 $15,965 - $18,667
395 Added 3.55%
11,507 $495,000
Q3 2022

Nov 02, 2022

BUY
$20.41 - $50.47 $76,068 - $188,101
3,727 Added 50.47%
11,112 $484,000
Q2 2022

Aug 01, 2022

SELL
$45.68 - $55.36 $2,146 - $2,601
-47 Reduced 0.63%
7,385 $350,000
Q1 2022

May 10, 2022

BUY
$56.23 - $67.41 $4,667 - $5,595
83 Added 1.13%
7,432 $421,000
Q4 2021

Feb 02, 2022

BUY
$55.67 - $65.14 $90,742 - $106,178
1,630 Added 28.5%
7,349 $430,000
Q3 2021

Nov 09, 2021

BUY
$52.18 - $60.15 $18,889 - $21,774
362 Added 6.76%
5,719 $335,000
Q2 2021

Aug 06, 2021

SELL
$52.81 - $62.14 $11,565 - $13,608
-219 Reduced 3.93%
5,357 $297,000
Q1 2021

May 04, 2021

BUY
$47.18 - $60.17 $263,075 - $335,507
5,576 New
5,576 $325,000

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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