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Truist Financial Corp equities shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 4.3k 49.21
2022-12-31 $207k 4.8k 43.03
2022-09-30 $220k 5.1k 43.49
2022-06-30 $223k 4.7k 47.50
2022-03-31 $214k 3.8k 56.78
2021-12-31 $206k 3.5k 58.46

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Applovin Corp Com Cl A (APP)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Alphabet Cap Stk Cl A (GOOGL)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Drive Wealth Management

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
Royal Bank of Canada
Northern Trust
FMR
Federated Investors
Bank of New York Mellon
Wellington Management Company

View all funds holding Truist Financial Corp equities