Ownership history in Welch Group, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Welch Group, 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 | 1,324,063 | +12,127 | +0.9% | 2.51% | $65.2M | $48.72 |
| 2025 Q3 | ADDED | 1,311,936 | +13,101 | +1.0% | 2.34% | $60.0M | $44.74 |
| 2025 Q2 | ADDED | 1,298,835 | +44,464 | +3.5% | 2.33% | $55.8M | $41.56 |
| 2025 Q1 | ADDED | 1,254,371 | +6,949 | +0.6% | 2.23% | $50.8M | $39.26 |
| 2024 Q4 | ADDED | 1,247,422 | +5,588 | +0.4% | 2.44% | $54.1M | $40.92 |
| 2024 Q3 | ADDED | 1,241,834 | +19,054 | +1.6% | 2.31% | $53.1M | $39.89 |
| 2024 Q2 | ADDED | 1,222,780 | +25,271 | +2.1% | 2.28% | $47.5M | $35.79 |
| 2024 Q1 | ADDED | 1,197,509 | +480,883 | +67.1% | 2.31% | $46.7M | $35.44 |
| 2023 Q4 | REDUCED | 716,626 | -372,478 | -34.2% | 1.42% | $26.5M | $33.08 |
| 2023 Q3 | ADDED | 1,089,104 | +83,069 | +8.3% | 1.85% | $31.2M | $25.19 |
As of 2025 Q4 — sorted by position size