Belleair Asset Management »

Truist Financial Corp equities shares owned by Belleair Asset Management

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

Historical chart of Belleair Asset 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 Belleair Asset 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 Belleair Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $422k 8.6k 49.21

More positions owned by Belleair Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Belleair Asset 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
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Royal Bank of Canada
Northern Trust
FMR
Federated Investors
Bank of New York Mellon
Wellington Management Company

View all funds holding Truist Financial Corp equities