Cypress Wealth Services »

Truist Financial Corp equities shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $329k 8.5k 38.98
2023-12-31 $307k 8.3k 36.92
2023-09-30 $263k 9.2k 28.61
2023-06-30 $307k 9.2k 33.43
2023-03-31 $262k 7.7k 34.10
2022-12-31 $358k 8.3k 43.03

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

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