Ownership history in Cornerstone Advisors, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in TRUIST FINANCIAL 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 | UNCHANGED | 20,600 | — | 0% | 0.03% | $942K | $44.74 |
| 2025 Q2 | UNCHANGED | 20,600 | — | 0% | 0.03% | $886K | $41.56 |
| 2025 Q1 | UNCHANGED | 20,600 | — | 0% | 0.04% | $848K | $39.26 |
| 2024 Q4 | UNCHANGED | 20,600 | — | 0% | 0.04% | $894K | $40.92 |
| 2024 Q3 | UNCHANGED | 20,600 | — | 0% | 0.03% | $881K | $39.89 |
| 2024 Q2 | REDUCED | 20,600 | -30,500 | -59.7% | 0.03% | $800K | $35.79 |
| 2024 Q1 | UNCHANGED | 51,100 | — | 0% | 0.08% | $2.0M | $35.44 |
| 2023 Q4 | REDUCED | 51,100 | -300 | -0.6% | 0.08% | $1.9M | $33.08 |
| 2023 Q3 | REDUCED | 51,400 | -57,565 | -52.8% | 0.07% | $1.5M | $25.19 |
| 2021 Q1 | UNCHANGED | 108,965 | — | 0% | 0.56% | $6.4M | $46.06 |
As of 2025 Q4 — sorted by position size