Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Basecamp Wealth Advisors »

Truist Financial Corp equities shares owned by Basecamp Wealth Advisors

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

Historical chart of Basecamp 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 Basecamp Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Basecamp Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$298k	6.5k	45.97
2025-12-31	$338k	6.9k	49.21

More positions owned by Basecamp Wealth Advisors

Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)

Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)

Microsoft Corporation (MSFT)

Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)

NVIDIA Corporation (NVDA)

Eli Lilly & Co. (LLY)

Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)

Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)

Sprott Physical Gold Trust Unit Isin #ca85207h1047 Sedol #byvw239 Physical Gold Tr (PHYS)

Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)

Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)

Ishares Russell 3000 Etf Russell 3000 Etf (IWV)

Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)

View all positions for Basecamp Wealth Advisors

Top funds holding Truist Financial Corp equities

Capital Research and Management Company - Division 3

Vanguard Capital Management

State Street Corporation

Bank of America Corporation

Victory Capital Management

Geode Capital Management

Vanguard Portfolio Management

Charles Schwab Investment Management

Wellington Management Company

View all funds holding Truist Financial Corp equities

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z