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Truist Financial Corp equities shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $205k 5.3k 38.85
2024-03-31 $209k 5.4k 38.98
2023-12-31 $183k 4.9k 36.92
2023-09-30 $139k 4.8k 28.61
2023-06-30 $137k 4.5k 30.35
2023-03-31 $143k 4.2k 34.10

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View all positions for Cape Investment Advisory

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