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Truist Financial Corp equities shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $951k 24k 38.98
2023-12-31 $894k 24k 36.92
2023-09-30 $743k 26k 28.61
2023-06-30 $791k 26k 30.35
2023-03-31 $362k 11k 34.10
2022-12-31 $452k 11k 43.03
2022-09-30 $445k 10k 43.50

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Apple (AAPL)
Accenture Plc Ireland Shs Class A (ACN)
Linde SHS (LIN)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Eli Lilly & Co. (LLY)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Toyota Motor Corp Ads (TM)

View all positions for Legacy Wealth Asset Management

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