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Truist Financial Corp equities shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 4.5k 49.20

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Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Goldman Sachs (GS)
Valero Energy Corporation (VLO)
Eaton Corporation SHS (ETN)
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Marathon Petroleum Corp (MPC)
Chubb (CB)
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View all positions for CrossGen Wealth

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
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
Bank of New York Mellon
Federated Investors
Wellington Management Company

View all funds holding Truist Financial Corp equities