Tradewinds Capital Management »

Truist Financial Corp equities shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital 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 Tradewinds Capital 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 304 39.03
2023-12-31 $11k 300 36.92
2023-09-30 $8.6k 300 28.61

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds Capital Management

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