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Truist Financial Corp equities shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 4.3k 49.22

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Global X Fds 1-3 Month T-bill (CLIP)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Northrop Grumman Corporation (NOC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

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
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Royal Bank of Canada
Northern Trust
FMR
Federated Investors
Bank of New York Mellon
Wellington Management Company

View all funds holding Truist Financial Corp equities