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Truist Financial Corp equities shares owned by Churchill Financial Advisors

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

Historical chart of Churchill Financial 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 Churchill Financial 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 Churchill Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $529k 12k 45.97

More positions owned by Churchill Financial Advisors

Wal-Mart Stores (WMT)
Apple (AAPL)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core Div Grwth (DGRO)
Applied Materials (AMAT)
Goldman Sachs (GS)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Churchill Financial Advisors

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
FMR
Invesco
Northern Trust
Bank of New York Mellon
Wellington Management Company

View all funds holding Truist Financial Corp equities