Secure Asset Management »

Truist Financial Corp equities shares owned by Secure Asset Management

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

Historical chart of Secure 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 Secure Asset Management 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $374k 9.6k 38.98
2023-12-31 $475k 13k 36.92
2023-09-30 $413k 14k 28.61

More positions owned by Secure Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Meta Platforms Cl A (META)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Secure 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