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Truist Financial Corp equities shares owned by Willingdon Wealth Management

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

Historical chart of Willingdon Wealth Management investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by Willingdon Wealth Management

Quarter filed Position value Share count Share price at filing
2020-03-31 $649k 21k 31.00
2019-12-31 $1.3M 23k 56.25

More positions owned by Willingdon Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR Gold Trust (GLD)
Public Storage (PSA)
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares S&P 500 Index (IVV)
Republic Services (RSG)
Waste Management (WM)
Oracle Corporation (ORCL)
Verizon Communications (VZ)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
Charter Communications Inc New Cl A cl a (CHTR)

View all positions for Willingdon Wealth 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