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Truist Financial Corp equities shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.4M 172k 43.38
2024-09-30 $7.1M 166k 42.77
2024-06-30 $644k 17k 38.85
2024-03-31 $639k 16k 38.98
2023-03-31 $1.9M 56k 34.10
2022-12-31 $2.8M 65k 43.03

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Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
First Tr Exchange-traded Core Investment (FTCB)
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JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Amundi
Royal Bank of Canada
Morgan Stanley
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
FMR
Invesco

View all funds holding Truist Financial Corp equities