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Truist Financial Corp equities shares owned by Apella Capital

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

Historical chart of Apella Capital investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 7.9k 41.09
2025-06-30 $307k 6.8k 45.16
2025-03-31 $277k 7.3k 37.99

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Mega Cap Index (MGC)

View all positions for Apella Capital

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