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Truist Financial Corp equities shares owned by Baron Wealth Management

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

Historical chart of Baron 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 Baron 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 Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 5.3k 45.72
2025-06-30 $226k 5.3k 42.99
2025-03-31 $203k 4.9k 41.15
2024-12-31 $248k 5.7k 43.38
2024-09-30 $245k 5.7k 42.77
2024-03-31 $223k 5.7k 38.98
2023-12-31 $211k 5.7k 36.92
2022-12-31 $229k 5.3k 43.03

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron 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