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Truist Financial Corp equities shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $20k 456 42.99
2025-03-31 $19k 456 41.15
2024-12-31 $19k 431 43.38

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Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
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Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

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
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors
Wellington Management Company

View all funds holding Truist Financial Corp equities