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Truist Financial Corp equities shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 5.6k 49.21

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Wisdomtree Tr True Developed I (DOL)
PerkinElmer (RVTY)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Cascade Financial Partners

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