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Truist Financial Corp equities shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $16k 333 49.21
2022-09-30 $0 6 0.00
2022-06-30 $0 6 0.00
2022-03-31 $26k 459 56.64
2021-06-30 $29k 518 55.98
2020-12-31 $0 0 0.00
2020-09-30 $2.0k 54 37.04

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Guess Stock
Dell Technologies Inc Cl C Stock (DELL)
Fastenal Stock (FAST)
Dicks Sporting Goods Stock (DKS)
RPC Stock (RES)
Ford Mtr Stock (F)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
Infosys Adr (INFY)
Mosaic Stock (MOS)
Novo-nordisk A S Adr (NVO)

View all positions for Carolina Wealth Advisors

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