TFC TRUIST FINL CORP

Ownership history in EDMP, INC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which EDMP, INC. 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.

Peak position
2.93% (2024 Q4)
Avg. % of fund
2.44%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 65,544 -637 -1.0% 2.65% $3.2M $48.72
2025 Q3 ADDED 66,181 +1,071 +1.6% 2.40% $3.0M $44.74
2025 Q2 REDUCED 65,110 -5,412 -7.7% 2.38% $2.8M $41.56
2025 Q1 REDUCED 70,522 -640 -0.9% 2.43% $2.9M $39.26
2024 Q4 REDUCED 71,162 -160 -0.2% 2.93% $3.1M $40.92
2024 Q3 REDUCED 71,322 -835 -1.2% 2.51% $3.1M $39.89
2024 Q2 REDUCED 72,157 -271 -0.4% 2.54% $2.8M $35.79
2024 Q1 UNCHANGED 72,428 0% 2.36% $2.8M $35.44
2023 Q4 ADDED 72,428 +160 +0.2% 2.44% $2.7M $33.08
2023 Q3 REDUCED 72,268 -5,074 -6.6% 2.11% $2.1M $25.19
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TFC price (monthly, adj. close)
← Back to EDMP, INC. Holdings