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Truist Financial Corp equities shares owned by Forefront Wealth Partners

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

Historical chart of Forefront 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 Forefront 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 Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $573k 13k 45.72
2025-06-30 $544k 13k 43.38

More positions owned by Forefront Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Jpmorgan Usd Emg (EMB)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Ftse Int Gvt Etf (WIP)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Vanguard World Extended Dur (EDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Mbs Etf (MBB)

View all positions for Forefront Wealth Partners

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