Ownership history in MINDSET WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, 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 Q4 | ADDED | 34,667 | +201 | +0.6% | 0.45% | $1.7M | $48.72 |
| 2025 Q3 | REDUCED | 34,466 | -922 | -2.6% | 0.43% | $1.6M | $44.74 |
| 2025 Q2 | ADDED | 35,388 | +565 | +1.6% | 0.50% | $1.5M | $41.56 |
| 2025 Q1 | REDUCED | 34,823 | -287 | -0.8% | 0.56% | $1.4M | $39.26 |
| 2024 Q4 | REDUCED | 35,110 | -1,736 | -4.7% | 0.56% | $1.5M | $40.92 |
| 2024 Q3 | INITIATED | 36,846 | — | — | 0.65% | $1.6M | $39.89 |
As of 2025 Q4 — sorted by position size