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Truist Financial Corp equities shares owned by Optimal Asset Management

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

Historical chart of Optimal 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 Optimal 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 Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $672k 12k 58.66
2021-06-30 $635k 11k 55.51
2021-03-31 $667k 11k 58.31
2020-12-31 $419k 8.7k 47.95
2020-09-30 $332k 8.7k 38.08
2020-06-30 $519k 14k 37.56
2020-03-31 $728k 24k 30.82
2019-12-31 $524k 9.3k 56.32

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Qorvo (QRVO)
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Clorox Company (CLX)
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Fiserv (FI)
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View all positions for Optimal Asset Management

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