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Truist Financial Corp equities shares owned by Circle Wealth Management

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

Historical chart of Circle 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 Circle 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 Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 4.0k 49.83
2022-03-31 $227k 4.0k 56.71
2021-12-31 $233k 4.0k 58.56
2021-09-30 $203k 3.5k 58.69

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Vanguard World Inf Tech Etf (VGT)

View all positions for Circle Wealth Management

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Sixth Street Partners Management Company
Victory Capital Management
Invesco
Northern Trust
FMR
Goldman Sachs Group

View all funds holding Truist Financial Corp equities