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Truist Financial Corp equities shares owned by CSM Advisors

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

Historical chart of CSM 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 CSM 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 CSM Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $200k 7.0k 28.61
2023-06-30 $246k 8.1k 30.40
2023-03-31 $368k 11k 34.10
2022-12-31 $464k 11k 43.00
2022-09-30 $470k 11k 43.55
2022-06-30 $512k 11k 47.45
2022-03-31 $612k 11k 56.71
2021-12-31 $632k 11k 58.57
2021-09-30 $633k 11k 58.66
2021-06-30 $599k 11k 55.51

More positions owned by CSM Advisors

Vanguard Index Tr Value (VTV)
Vanguard Index Tr Growth (VUG)
Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Alphabet Class C (GOOG)
Ishares Msci Mexico Capped E (EWW)
Ishares Msci Japan Etf (EWJ)
Vanguard Charlotte Tot Intl Bond In (BNDX)
Marathon Petroleum Common (MPC)
Vanguard Scottsdal Fds Vng Rus2000idx (VTWO)
Vmware Class A
Deere & Co Common (DE)

View all positions for CSM Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities