Adams Wealth Management »

Truist Financial Corp equities shares owned by Adams Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $534k 12k 45.72
2025-06-30 $594k 14k 42.99
2020-09-30 $3.0k 82 36.59

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Core S&p500 Etf (IVV)
Spinnaker Etf Series Select Stoxx Eur (EUAD)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Msci Sth Kor Etf (EWY)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Mortgage Backed (SMBS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Series Trust S&p Semicndctr (XSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Msci Italy Etf (EWI)

View all positions for Adams Wealth Management

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