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Truist Financial Corp equities shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $655k 17k 38.98
2023-12-31 $630k 17k 36.92
2023-03-31 $8.0M 235k 34.10
2022-12-31 $9.7M 226k 43.03
2022-09-30 $10M 233k 43.54
2022-06-30 $11M 229k 47.43
2022-03-31 $13M 230k 56.70
2021-12-31 $13M 228k 58.55
2021-09-30 $13M 222k 58.65

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Columbia Sportswear Company (COLM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Dodge & Cox
Bank of America Corporation
Jpmorgan Chase & Co
Geode Capital Management
Amundi
Morgan Stanley
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Northern Trust
American Century Companies
Harris Associates L.P
Legal & General Group

View all funds holding Truist Financial Corp equities