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Truist Financial Corp equities shares owned by Private Ocean

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1k 131 38.98
2023-03-31 $8.4k 248 34.04
2022-12-31 $11k 248 42.96
2022-09-30 $10k 247 40.49
2022-06-30 $11k 248 44.35
2022-03-31 $14k 248 56.45
2021-12-31 $14k 247 56.68
2020-09-30 $8.0k 222 36.04
2019-12-31 $11k 189 58.20

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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