Ownership history in Bison Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 13,667 | -10,051 | -42.4% | 0.09% | $585K | $39.89 |
| 2024 Q2 | UNCHANGED | 23,718 | — | 0% | 0.15% | $925K | $35.79 |
| 2024 Q1 | ADDED | 23,718 | +105 | +0.4% | 0.15% | $925K | $35.44 |
| 2023 Q4 | REDUCED | 23,613 | -77 | -0.3% | 0.15% | $872K | $33.08 |
| 2023 Q3 | REDUCED | 23,690 | -609 | -2.5% | 0.13% | $678K | $25.19 |
| 2023 Q2 | ADDED | 24,299 | +1,040 | +4.5% | 0.14% | $737K | $26.29 |
| 2023 Q1 | ADDED | 23,259 | +3,242 | +16.2% | 0.19% | $624K | $28.98 |
| 2022 Q4 | ADDED | 20,017 | +195 | +1.0% | 0.31% | $970K | $36.19 |
| 2022 Q3 | ADDED | 19,822 | +2,027 | +11.4% | 0.34% | $863K | $36.19 |
| 2022 Q2 | REDUCED | 17,795 | -200 | -1.1% | 0.48% | $844K | $39.02 |
As of 2025 Q4 — sorted by position size