Ownership history in Addison Advisors LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Addison Advisors LLC reported a position in TRUIST FINL CORP (TFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 81 | -164 | -66.9% | 0.00% | $4K | $44.74 |
| 2025 Q2 | ADDED | 245 | +199 | +432.6% | 0.00% | $11K | $41.56 |
| 2023 Q4 | UNCHANGED | 46 | — | 0% | 0.00% | $2K | $33.08 |
| 2023 Q3 | REDUCED | 46 | -97 | -67.8% | 0.00% | $1K | $25.19 |
| 2022 Q4 | REDUCED | 143 | -19 | -11.7% | 0.00% | $6K | $36.19 |
| 2022 Q3 | ADDED | 162 | +4 | +2.5% | 0.00% | $7K | $36.19 |
| 2022 Q2 | ADDED | 158 | +119 | +305.1% | 0.00% | $7K | $39.02 |
| 2022 Q1 | ADDED | 39 | +5 | +14.7% | 0.00% | $2K | $46.17 |
| 2021 Q4 | INITIATED | 34 | — | — | 0.00% | $2K | $47.32 |
As of 2025 Q4 — sorted by position size