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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
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 Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Amgen (AMGN)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Freeport-mcmoran CL B (FCX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Aaron Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Amundi
Royal Bank of Canada
Morgan Stanley
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
FMR
Invesco

View all funds holding Truist Financial Corp equities