ARS Wealth Advisors Group »

Truist Financial Corp equities shares owned by ARS Wealth Advisors Group

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by ARS Wealth Advisors Group from 13F filings

Historical chart of ARS Wealth Advisors Group investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by ARS Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by ARS Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $468k 12k 38.98
2023-12-31 $531k 14k 36.92
2023-09-30 $4.6M 162k 28.61
2023-06-30 $4.5M 150k 30.35
2023-03-31 $4.3M 127k 34.10
2022-12-31 $357k 8.3k 43.03

More positions owned by ARS Wealth Advisors Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Merck & Co (MRK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Procter & Gamble Company (PG)
Pepsi (PEP)

View all positions for ARS Wealth Advisors Group

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Dodge & Cox
Jpmorgan Chase & Co
Bank of America Corporation
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management

View all funds holding Truist Financial Corp equities