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Truist Financial Corp equities shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private 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 Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $31k 715 42.77
2024-06-30 $583 15 38.87
2024-03-31 $585 15 39.00
2023-12-31 $553 15 36.93
2023-09-30 $429 15 28.60
2023-06-30 $454 15 30.33
2023-03-31 $511 15 34.13

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View all positions for Atlantic Private Wealth

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities