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Truist Financial Corp equities shares owned by Cerro Pacific Wealth Advisors

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

Historical chart of Cerro Pacific 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 Cerro Pacific 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 Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $701k 18k 38.85
2024-06-30 $701k 18k 38.85
2023-03-31 $361k 11k 34.10
2022-12-31 $233k 5.4k 43.03

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View all positions for Cerro Pacific Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
State Street Corporation
Dodge & Cox
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
American Century Companies
Federated Investors
Invesco

View all funds holding Truist Financial Corp equities