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Truist Financial Corp equities shares owned by Caldwell Sutter Capital

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Caldwell Sutter Capital from 13F filings

Historical chart of Caldwell Sutter Capital investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $138k 3.5k 38.98
2023-12-31 $118k 3.2k 36.92
2023-09-30 $78k 2.7k 28.61
2023-06-30 $71k 2.3k 30.35
2023-03-31 $32k 935 34.10

More positions owned by Caldwell Sutter Capital

Apple (AAPL)
Msa Safety Inc equity (MSA)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Kinetik Holdings New Cl A (KNTK)
Chevron Corp New Com (CVX)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Atmus Filtration Technologies Ord (ATMU)
Natural Alternatives Intl Com New (NAII)
Ishares Tr Core S&p500 Etf (IVV)
First Internet Bancorp (INBK)
Vanguard Specialized Funds Div App Etf (VIG)
New England Rlty Assoc Ltd P Depository Rcpt (NEN)

View all positions for Caldwell Sutter Capital

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities