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Truist Financial Corp equities shares owned by AA Financial Advisors

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

Historical chart of AA Financial 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 AA Financial 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 AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 8.5k 45.72
2025-06-30 $371k 8.6k 42.99

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for AA Financial Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
Victory Capital Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors

View all funds holding Truist Financial Corp equities