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Truist Financial Corp equities shares owned by Blue Rock Wealth Management

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

Historical chart of Blue Rock 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 Blue Rock 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 Blue Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $340k 6.9k 49.21
2025-09-30 $316k 6.9k 45.72
2025-06-30 $232k 5.4k 42.99
2025-03-31 $222k 5.4k 41.15

More positions owned by Blue Rock Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Natixis Etf Tr Gateway Quality (GQI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Apple (AAPL)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Blue Rock 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
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors
Wellington Management Company

View all funds holding Truist Financial Corp equities