Truist Financial Corp equities shares owned by AE Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Truist Financial Corp equities by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 410k | 42.77 |
| 2024-06-30 | $16M | 414k | 38.85 |
| 2024-03-31 | $15M | 383k | 38.80 |
| 2023-12-31 | $20M | 527k | 37.84 |
| 2023-09-30 | $15M | 536k | 28.61 |
| 2023-06-30 | $17M | 572k | 30.35 |
| 2023-03-31 | $15M | 450k | 34.10 |
| 2022-12-31 | $3.0M | 70k | 43.03 |
| 2022-09-30 | $3.1M | 72k | 43.53 |
| 2022-06-30 | $11M | 240k | 47.43 |
| 2022-03-31 | $9.2M | 162k | 56.70 |
| 2021-12-31 | $7.8M | 133k | 58.55 |
| 2021-09-30 | $6.6M | 113k | 58.65 |
| 2021-06-30 | $5.3M | 96k | 55.50 |
| 2021-03-31 | $4.3M | 73k | 58.32 |
| 2020-12-31 | $3.0M | 62k | 47.93 |
| 2020-09-30 | $2.6M | 67k | 38.05 |
| 2020-06-30 | $3.0M | 80k | 37.55 |
| 2020-03-31 | $2.1M | 68k | 30.83 |
| 2019-12-31 | $2.0M | 36k | 56.31 |
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities