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Truist Financial Corp equities shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 133k 42.77
2024-06-30 $5.1M 130k 38.85
2024-03-31 $1.4M 37k 38.98
2023-12-31 $1.1M 30k 36.92

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities