Atlantic Family Wealth »

Truist Financial Corp equities shares owned by Atlantic Family Wealth

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

Historical chart of Atlantic Family Wealth investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Atlantic Family Wealth 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 Atlantic Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 5.3k 45.72
2025-06-30 $229k 5.3k 42.99
2025-03-31 $220k 5.3k 41.15

More positions owned by Atlantic Family Wealth

Ishares Tr Core S&p500 Etf (IVV)
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Victory Portfolios Ii Shares Free Cash (VFLO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Atlantic Family Wealth

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