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Truist Financial Corp equities shares owned by ARS Wealth Advisors

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

Historical chart of ARS 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 ARS 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 ARS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $254k 4.6k 55.58
2021-03-31 $265k 4.5k 58.32
2020-12-31 $216k 4.5k 47.82
2019-12-31 $277k 4.9k 56.42

More positions owned by ARS Wealth Advisors

J P Morgan Exchange-traded F Us Aggregate Etf (BBAG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Msci Usa Min Vol (USMV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Kimco Realty Corporation (KIM)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)

View all positions for ARS Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities