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Truist Financial Corp equities shares owned by Calton & Associates

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 5.8k 42.77
2024-06-30 $326k 8.4k 38.85
2024-03-31 $201k 5.1k 38.98
2023-12-31 $375k 10k 36.92
2023-03-31 $241k 7.1k 34.10
2022-12-31 $340k 7.9k 43.03

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Financials Etf (VFH)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities