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Truist Financial Corp equities shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $478k 13k 36.96
2023-09-30 $406k 14k 28.98
2023-03-31 $1.1M 33k 34.11
2022-12-31 $1.4M 33k 43.02
2022-09-30 $1.3M 31k 43.58
2022-06-30 $5.8M 48k 120.92

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View all positions for WCG Wealth Advisors

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