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Creative Planning TFC-PR Position History
Truist Financial Corporation • Banking
Quarters held
10
Latest value
$19.7M
Q3 2026
Peak value
$25.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.7M |
| Q3 2025 | $311K |
| Q4 2025 | $16.1M |
| Q4 2025 | $366K |
| Q1 2026 | $315K |
| Q1 2026 | $22.8M |
| Q2 2026 | $364K |
| Q2 2026 | $25.2M |
| Q3 2026 | $338K |
| Q3 2026 | $19.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.7M | 424.9K | — | — |
| Q3 2026 | $338K | 7.3K | — | — |
| Q2 2026 | $25.2M | 505.8K | — | — |
| Q2 2026 | $364K | 7.3K | — | — |
| Q1 2026 | $22.8M | 495.4K | — | — |
| Q1 2026 | $315K | 6.9K | — | — |
| Q4 2025 | $366K | 7.4K | — | — |
| Q4 2025 | $16.1M | 326.5K | — | — |
| Q3 2025 | $311K | 6.8K | — | — |
| Q3 2025 | $18.7M | 408.6K | — | — |
Other funds holding TFC-PR
$5.2B
$4.9B
$4.9B
$4.6B
$2.9B
$2.9B
$2.9B
$2.8B