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Truist Financial Corp equities shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Wealth Management Group 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 Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $48k 1.2k 38.99
2023-12-31 $45k 1.2k 36.93

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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