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Truist Financial Corp equities shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $639k 16k 38.98
2023-03-31 $1.9M 56k 34.10
2022-12-31 $2.8M 65k 43.03

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
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
Bank of New York Mellon

View all funds holding Truist Financial Corp equities