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Truist Financial Corp equities shares owned by Convergence Financial

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

Historical chart of Convergence Financial investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 5.8k 45.72
2025-06-30 $287k 6.7k 42.99
2025-03-31 $283k 6.9k 41.15

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

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
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors

View all funds holding Truist Financial Corp equities