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Truist Financial Corp equities shares owned by BankPlus Wealth Management

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

Historical chart of BankPlus 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 BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 8.8k 45.71
2025-06-30 $348k 8.1k 42.98
2025-03-31 $326k 7.9k 41.15

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

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