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Truist Financial Corp equities shares owned by Aaron Wealth Advisors

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

Historical chart of Aaron 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 Aaron 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 Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $611k 13k 45.72
2025-06-30 $350k 8.1k 42.99
2025-03-31 $358k 8.7k 41.15
2024-12-31 $335k 7.7k 43.38
2024-09-30 $320k 7.5k 42.77
2024-06-30 $225k 5.8k 38.85
2022-03-31 $2.6M 147k 17.64

More positions owned by Aaron Wealth Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Microsoft Corporation (MSFT)
Amgen (AMGN)
Apple (AAPL)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Amazon (AMZN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Aaron Wealth 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